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
"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 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.
Director of Client Services
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.
Retirement Plan Specialist
Paul@prosperituswealth.com Phone: 954-400-1470
Paul Zoch is a CERTIFIED FINANCIAL PLANNER™. Paul's expertise lies in Retirement Plan Services. Whether it be starting a 401k for a small business or opening an IRA for a retail client, Paulis committed to securing client's future through trusted retirement plans.
VP Business Development
Greg Grzesiak is Prosperitus Wealth Advisor's VP of Business Development. Greg's expertise lies in developing business. Greg specializes in gathering businesses and individuals and finding ways to promote mutual growth and development.