Our Team
FINANCIAL COUNSEL THAT STANDS APART
Look no further
We’ve found that our distinct blend of storied experience and savvy knowledge helps put us in position to serve the most discerning clients. Well-suited for those seeking a professional wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.
When you entrust your financial affairs to us, you’ll find that we can help you address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.
Executive Team
AL MAULINI, CFP®,
CPM®, CEPA®
FOUNDER, OWNER, PWMCG
SENIOR PORTFOLIO STRATEGIST
RJFS
✉ ☎
JORGE TIJERINO, MBA
CHIEF OPERATING OFFICER, PWMCG
PORTFOLIO STRATEGIST, RJFS
✉ ☎
The Team
JAMIE LANDIVAR
VICE PRESIDENT, PWMCG
WEALTH ADVISOR, RJFS
✉
LEO MARRERO
CLIENT SERVICE ASSOCIATE
✉ ☎
SARA SUAREZ
Executive Assistant,
Director of Client Experience
✉ ☎