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.
Alan joins Sergio’s team and brings with him 15 years of investment experience from a variety of proprietary trading and private investment firms.
Prior to joining Assante Wealth Management, Alan worked as an investment/insurance advisor for Quadrus Investments and London Life. He joined Sergio’s team in Spring 2014.
Already licensed for investments and insurance, Alan is working towards acquiring the Chartered Investment Manager (CIM) designation. He will
be tasked with helping Sergio produce wealth and retirement projections, providing research towards top quartile investments and of course, insurance.
Alan is always available to provide you with quotes for personal insurance as well as business-owned group benefit plans. Please feel free to contact him directly.
Maria Morales, BBA, MBA
Client Service Associate
After graduating from a minor in Industrial Business Administration, Maria accomplished a Bachelor in Business Administration with a minor in Marketing, and a Master in Business Administration with a minor in Business Strategy. She has over 15 years of work experience in Financial Services, Customer Service and Marketing. As an experienced financial services professional, Maria has excelled at providing support and
financial analysis to senior management in large companies like McDonald’s for the Central American Region and as part of some of the main Latin American Banks, and has been part of Assante Wealth Management for more than 3 years.
Maria speaks English, French, German and Spanish, which have enabled her to integrate in diverse cultural environments, while providing customer services in the four languages.
She is in pursuit of professional growth and long-lasting relationships, and brings a positive energy and a strong desire to help transform the lives of others.
Maria is always available to provide you with administrative support, feel free to contact her directly.
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