Wealth Manager

Marcos A. Segrera

Marcos A. Segrera Biography Photo
Certifications:

CFP®

Marcos A. Segrera

Marcos Segrera is a senior financial advisor at Evensky & Katz / Foldes Financial Wealth Management and is currently helping individuals, families, and institutions achieve their investment and financial planning goals. Mr. Segrera belongs to the Miami-Dade County Financial Planning Association (FPA) and is 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 performing sophisticated analyses of 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.



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