Mauricio Assael

Mauricio Assael is a seasoned financial advisor dedicated to offering top-notch service and sophisticated guidance to clients to help them achieve financial success.

He holds a Bachelor of Business Administration (B.B.A.) degree in Business Administration and Management from Universidad de las Americas and a Master of Business Administration (MBA) in Finance from Instituto Tecnológico Autónomo de México.

With a strong background in finance, Mauricio has held various key positions such as Director at Investment Placement Group, Managing Director at Wunderlich Securities, Vice President at AtlasOne Financial, and Vice President at Bank Hapoalim.

His experience also includes roles as Head FX Trader at Tiber Casa de Cambio, Financial Advisor at Ixe Grupo Financiero, and Analyst at Accenture.

Mauricio Assael's primary focus as a financial advisor is on developing comprehensive financial plans and investment strategies tailored to high net worth individuals.

He has a proven track record in wealth management, demonstrating a deep understanding of the financial industry and a commitment to helping clients build, preserve, and distribute their wealth effectively.

Through his expertise and professionalism, Mauricio strives to empower his clients with the knowledge and tools necessary to make informed financial decisions.

His background and extensive experience in the financial sector make him a trusted advisor for individuals seeking personalized and strategic financial guidance.