Meet Sergio, Our Director of Client Services
Sergio serves as our Director of Client Services, a crucial role that ensures our clients receive exceptional care and personalized attention. With over a decade of experience, Sergio brings a wealth of knowledge and expertise to his position. His deep understanding of our operations and that of our partners ensures our client’s activities and reporting are handled proactively and professionally. Sergio is dedicated to building strong, long-term relationships with clients, helping them navigate often complex financial activities and needs.
Sergio graduated from San Jose State University with a Bachelor of Science in Economics. He furthered his education by obtaining a certificate in personal financial planning from UC Berkeley Extension, equipping him with a comprehensive skill set to address the diverse needs of our clients.
Sergio and his family live in Marin. In his free time, he loves exploring nature, whether hiking, biking, or spending time in the fresh air with his family.