Albert Pinedo, CPWA®
Hi there 👋🏼 As a Certified Private Wealth Advisor®, my commitment is to simplify investing for my clients. I provide personalized services regardless of investment size, and leverage technology for enhanced portfolio management. I don’t believe in a standardized approach because everyone has different needs and I want to help my clients achieve their investment goals with a suitable investment portfolio.
Saint Petersburg, Florida
“I am different from other advisors because I believe in creating a bespoke experience for every client, regardless of their investment size - a level of service often associated with high-net-worth individuals.”
How can I help?
Tax Optimization
Financial Planning & Analysis
Investment Management
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Albert.
Get to know Albert
Albert's passion for finance ignited early in his life, culminating in a degree in Finance and Marketing from The Lubar College of Business at the University of Wisconsin-Milwaukee. He embarked on his financial journey at Bank of New York Clearing, and then gained experience at Corp Banca Private Banking, CitiGold Private Client, StateTrust Wealth Management, and BRS et Fils in LATAM. Having learned from experienced financial professionals, his entrepreneurial spirit blossomed, prompting him to establish his own advisory firm, Marketwise Asset Management, in Florida in 2012, catering to a global clientele.Â
Albert pursued further growth, earning credentials as a Certified Private Wealth Advisor® professional in 2022. He possesses advanced expertise in Equity Analysis, Portfolio Management, and Financial Planning tailored for individuals and families. Since 2012, he has been licensed as a Series 65 investment advisor representative This diverse skill set paved the way for his current role at Savvy Advisors, Inc.
‍
Book a 30-minute introductory call with Albert.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
