Sergio Vial, CFP
Senior Financial Advisor
Consistency over the years and into the future.....
For over 30 years, Sergio has built and managed a successful financial services business whereby he continues to dedicate one-on-one personalized service to his clients. Many of them have been with him since the very beginning and have gained a level of trust whereby his business continues to grow by referrals.
Integrity, trust and dedication to exceptional service are crucial to a successful advisor-client relationship. Through consistent focus on your best interests and ongoing monitoring and managing of your accounts, Sergio ensures that you remain on track to achieving your goals.
Please take a few moments to learn more about Sergio and his team and how they can bring the benefits of a personalized, comprehensive approach to wealth management to you.
Short-Term Pain, Long-Term Gain
Nov 28, 2022
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
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