Wealth Management Specialist
Joe began his career as a financial adviser with Merrill Lynch over 25 years ago. In 2006, Joe founded Fendz Asset Management to deliver unbiased advice and guidance to his clients. Ever since he has focused on promoting the work life balance many people aspire to have through carefully designed wealth solutions.
Phone: (305) 562-1944
Investment Adviser Representative
Giancarlo found his passion for investments through his research in sustainable economics. By focusing on purpose backed investments, he aims to direct assets to sustainable causes while maintaining profitability for clients and their families.
Phone: (305) 781-1385