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Dynamic thinking makes
A difference
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
Our Executive Team
As founder, Managing Director, and Senior Portfolio Strategist Al’s area of focus lies in creating a financial roadmap for individuals, families, and businesses. With over 30 years of experience in the financial and investment industry, he has dedicated his practice to building relationships with both high-net-worth domestic and international clients.
With a CPM certification from the Academy of Certified Portfolio Managers and a Certified Financial Planner™ designation, Al excels in security analysis, asset allocation, and regulatory standards awareness. As a Certified Exit Planning Associate® (CEPA®), Al guides business owners comprehensively in personal and business financial planning.
Al started his journey in the financial services industry as a trader. Al later moved to roles as an area director at Citicorp, senior vice president at Wachovia, premier wealth advisor at HSBC, and a dedicated team member at Morgan Stanley. In 2022, he founded Private Wealth Management of Coral Gables in affiliation with Raymond James Financial Services.
Born to hardworking Cuban refugees, Ricardo and Maria Maulini, who arrived in the United States in 1965, Al had decided to focus a lot of his time and energy to community service. He is active by contributing to charitable organizations like Out of Foster Foundation, Ronald McDonald House, Sebastain Strong, Leukemia and Lymphoma Society, and more. All of his efforts are dedicated to help and save innocent lives.
When Al is not working, he enjoys relaxing at home with his girlfriend, Beatriz, and his large family of rescue pets.
