Sergio began his financial services career with Morgan Stanley and joined MassMutual in 2002. For over 17 years he’s been known as a leading financial professional in the tri-state area; committed to helping business owners and families implement strategies to reach their financial goals. In 2018, he partnered with Lee Windt to found Prestige Wealth Advisors. The firm offers an expanded list of services including wealth management, financial planning, retirement and estate planning strategies, as well as business continuity planning and employee benefit programs.
Sergio earned his Bachelor of Science degree in Finance at Seton Hall University, the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) through the American College and was awarded the Certified Financial Planner (CFP) designation by the CFP Board of Standards. He’s been recognized by MassMutual as an ten-time Leader’s Conference Qualifier and qualified for the prestigious Blue Chip Council in 2017, 2018 and 2019.
Sergio resides in northern New Jersey with his wife Rita and their son Antonio. They love going on family trips, playing sports, and cooking together. Sergio is committed to giving back to the community and supporting local charities, as well as, The National Kidney Foundation.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Sergio’s Licenses and Disclosures