Mannie de la Maza

Founder and Advisor

Mannie has more than 15 years of experience working in the investment industry, including at JP Morgan and Well Fargo Advisors. He is passionate about providing investment advice and retirement planning, and has a unique ability to communicate complex financial concepts in an easy-to-understand way. Mannie believes that everyone should be able to understand their finances, and strives to make the world of investments and planning less intimidating.

Mannie is married to his college friend Lauren, and they have two strong-spirited boys, Lorenzo and Luca. When he is not helping his clients or enjoying his family, you can catch him on long runs throughout the Magic City, Miami, FL.