MARIACA WEALTH MANAGEMENT - Key Persons
Job Titles:
- Chief People Officer
- Director of Operations
From the start, Andrea's been hiring great people to work at Mariaca Wealth so they can take great care of our clients. With extensive HR experience at several mid-size companies and in banking, Andrea knows that the secret to excellent customer service comes from taking excellent care of the team.
"Finding the right people is vital to our above and beyond culture. Everyone here works together to make things as streamlined and efficient for our clients as possible. Before any new person starts, I interview them to make sure they share our mindset and have a strong work ethic. It's important to everyone here to do great work.
Job Titles:
- Client Services Specialist
- Master of Efficiency
Nothing slips by Rachel. Always eager to help, Rachel takes extra care of Mariaca clients, simplifying the process of filing forms, setting up accounts, and tracking any needed updates.
New clients often meet Rachel first, and love how easy she makes the onboarding process. She fills out everything for new clients and sends them any needed forms and applications via Docusign.
"People often worry about how complex it is to start with a new financial advisor. I make sure our clients feel comfortable. Whether in office or over the phone, I'm always happy to be a listening ear for any questions or concerns that come my way."
Sergio Mariaca is a CFP® professional, Accredited Investment Fiduciary Analyst and the President of Mariaca Wealth Management, LLC, a Florida-based Registered Investment Advisory Firm. Sergio graduated with honors from the University of North Carolina - Asheville, earning a double degree in Economics and Financial Management.
"When I'm not helping clients invest smarter, reduce their taxes, and plan for a great retirement, you can find me doing something fun outdoors with my wife Andrea and our four children, Dean, Mia, Sofia, and Joaquin."
Sergio believes in giving back to his community and strongly advocates for children, education, and persons with special needs.