Wealth Management Specialist | Certified Exit Planning Advisor
Joe began his financial career at Merrill Lynch over 28 years ago before founding Fendz Asset Management in 2006 to provide unbiased advice and strategic guidance. He remains dedicated to helping individuals and business owners achieve financial security and a fulfilling work-life balance through tailored wealth solutions.
Phone: (305) 562-1944
Let's connect with my calendar link: Consultation with Joe.
Investment Adviser Representative
Giancarlo found his passion for investments through his research in sustainable economics during his undergraduate career. Since then, he has worked under the mentorship of his father, Joe, and several other seasoned advisors to provide clients with exceptional service backed with veteran expertise.
Phone: (305) 781-1385
Let's connect with my calendar link: Consultation with Giancarlo.
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Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance agency in the state of florida & illinois.
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