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ABOUT

Glass Buildings

Prosperitus Wealth Advisors

 

Here at Prosperitus Wealth Advisors we have a team of CERTIFIED FINANCIAL PLANNER™ Professionals.  

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family.

 

As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.

Team

Meet The Team

Christian Urbina

President
CEO-Principal 
CERTIFIED FINANCIAL PLANNER™

cu@prosperituswealth.com   
Phone: 954-606-0730

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"Christian Urbina, CFP® is President and Chief Investment Officer of Prosperitus Wealth Advisors, a State Registered Investment Advisor.  Mr. Urbina has extensive expertise in many areas of financial planning for individuals, families, and businesses; specializing in dynamic wealth management, income tax, estate, and wealth transfer planning. Mr. Urbina has committed to providing his clients with the highest standard of fiduciary care and excellence."

Maxime Jean-Louis

Executive VP
Managing Member
BUSINESS FINANCIAL PLANNER

Max@prosperituswealth.com
 Phone: 954-400-1470

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Maxime Jean-Louis  is Prosperitus Wealth's Executive Vp and Managing Member. Maxime's expertise lies in advanced business and personal financial planning for physicians and athletes with a special focus in asset protection, retirement planning and advanced tax and estate planning including business valuation and succession planning.

JC Cody

CSO
Director of Client Services
JC@prosperituswealth.com
Phone: 754-247-3899

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JC is Prosperitus Wealth’s CSO & Director of Client Services.  As CSO JC ensures Prosperitus Wealth's operations align with our mission and vision. JC also lends his expertise in providing top of the industry client services to all clients as Director of Client Services. 

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CFP®
CERTIFIED FINANCIAL PLANNER™
Paul@prosperituswealth.com
Phone: 954-400-1470

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Paul M. Zoch, CFP® has been practicing as a Wealth Advisor for the past 16 years, handling investing and planning needs. He provides highly personalized, comprehensive financial planning as well as investment and portfolio management for high-net-worth clients. Paul’s expertise is in the area of complex financial needs which include retirement, tax minimization, trust management, wealth transfers, and portfolio performance analytics.

Need more details? Contact us

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