
Sergio Ilarioemail
Professional Story
As a Financial Services Professional with Blue Ocean Wealth Solutions, I help individuals and families bring clarity to their finances and build plans around what matters most to them. My approach starts with listening: understanding where you are today, where you want to be, and what's standing in the way. From there, we work together on a strategy that fits your goals, whether that's protecting your family, preparing for retirement, or making the most of what you have now.
I earned my degree in economics from SUNY Oneonta, where I represented the school in the 2025 College Fed Challenge and was a four-year member of the men's lacrosse team. I also spent five summers at Rockline Wealth Management, where I saw firsthand how thoughtful planning and honest conversations about risk can change the way people feel about their financial future.
If you're ready to take a clearer look at your financial picture, I'd welcome the chance to talk.
Education
Suny Oneanta