ABOUT

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.

 

Meet The Team

MJL.PNG
Executive VP
Managing Member

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.

CSO
Director of Client Service

JC@prosperituswealth.com

Phone: 954-400-1470

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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 ideas and vision. JC also lends his expertise in providing top of the industry client services to all clients as Director of Client Services. 

CEO-Principal 

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."

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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11555 Heron Bay Blvd Suite 305,

Coral Springs, FL 33076