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.

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Saint Petersburg, Florida

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How ALBERT works with clients
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“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.”

Learn more about Albert

How can I help?

Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Investment Management

STRATEGIC, DATA-DRIVEN INVESTING FOR AMBITIOUS RESULTS
Explore a range of investment choices, including specifically designed equity portfolios, direct indexing, fixed income solutions, structured products and alternative investments.
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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.

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Monthly recaps on financial markets. Stay in the loop with Albert.

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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. 

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.

Connect with Albert:

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CONNECT WITH ALBERT

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.

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Schedule a call today