Certifications: CFP®
Marcos Segrera is a Wealth Manager & Principal at Evensky & Katz / Foldes Wealth Management and is currently helping individuals, families, and institutions achieve their investment and financial planning goals. He also serves on our firm’s Investment and 401(k) committees. Mr. Segrera belongs to the Miami-Dade County Financial Planning Association (FPA) and works as a volunteer with the Parkinson’s Foundation and Legal Services of Greater Miami. Previously, he served as a board member of the YMCA of South Florida, an organization dedicated to building healthy, confident, and secure children, families, and communities in South Florida.
Mr. Segrera is a Certified Financial Planner™ and received his Bachelor of Science in finance from Florida International University. Prior to joining Evensky & Katz / Foldes Financial in 2018, he worked as a financial planner for more than six years at a multi-family registered investment advisor in Miami, where he was part of the advisory team reviewing and analyzing the personal finances of high-net-worth families, corporate executives, and companies. He was also a member of the firm’s investment committee and planning committee.
Marcos was born and raised in Miami, Florida, and continues to live in Miami with his wife Shaefer and their three children Carlos, Paxton, and Aleny, and their two dogs, Moglie and Oliver.
Managing finances can be complex for anyone, but many attorneys face the unique challenge of irregular cash flow throughout the year. Unlike salaried employees who can depend on a steady income, attorneys may experience significant income fluctuations due to the varying nature of legal cases, distribution payments, and other financial structures in place. While this…
Estate planning isn’t often at the top of the priorities list when sending your kid off to college. Allow us to shake things up and bring it straight to the top, at least for some quick consideration. Here’s why: Once your kids turn 18, they are legally adults. Many areas of their life that were…
Another bear market has come and gone. For now, disaster has been postponed. As we wait for the next thing(s) to worry about and the inevitable market drop that will consume headlines, we wanted to share a list with a few bits of history to keep in mind. If you’re doing your own research on…
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