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Miami Office: 9990 SW 77th Avenue, Suite 330, Miami, FL 11356

Boca Raton: 2424 N Federal Highway, Suite 103, Boca Raton, FL 33431

 


Team

At Compass Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our clients have access to a team of professionals including certified public accountants, certified financial planners, investment analyst, registered investment advisors, and other financial experts. Knowing the importance of maintaining a disciplined approach to realizing your dreams, we are prepared to assist you with the various personal and professional levels of implementation.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Sergio Fernandez, co-Founder of Compass Wealth Management, serves as a financial advisor to owners of closely held companies, professionals, and their families. Using a team approach to holistic financial planning, Sergio offers the...

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Ron Krueger, is the Regional Planning Specialist. He has over 20 years of experience in helping clients protect and preserve their wealth. Prior to Cetera Financial Specialists, Ron worked as an advisor for Wells Fargo & Co., formerly...

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Rolando Marrero has worked in the financial services industry since 1996, initially for major insurance companies and brokerage companies. As a Registered Representative for Cetera Financial Specialists, he works with clients on...

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Connie Pavlik has been active in the risk management and financial services industry for over 25 years. As a member of our Private Client Group, she focuses primarily on a consultative insurance and risk management approach that...

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Richard L Shapiro is a Certified Public Accountant and a Certified Financial Planner®. Rick has over 30 years of experience specializing in corporate taxation, accounting and auditing services, succession planning and investment...

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Pedro Zamora, co-Founder of Compass Wealth Management, serves as a financial advisor to high net worth individuals and business owners. He helps clients establish and implement retirement, asset management, estate planning, and...

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