Network·Family Office
📍 MIAMI, FL
SEC CRD #801-122845
Wealth Management & Financial Advisors Skip to Main Content CPAs and Advisors Wealth Fund Administration Home Client Center 305.858.5600 Services Financial Planning Investment Management Retirement Executive Benefits Risk Management Advanced Planning Affiliates Kaufman Rossin Insurance Services Kaufman Rossin CPA Advisors Insights Blog News Resources About Us Our Professionals Credentials Diversity Inclusion Client Testimonials Contact Us Search for: CPAs and Advisors Wealth Fund Administration 305.858.5600 Client Center Home Services Back Financial Planning Investment Management Retirement Executive Benefits Risk Management Advanced Planning Affiliates Back Kaufman Rossin Insurance Services Kaufman Rossin CPA Advisors Insights Back Blog News Resources About Us Back Our Professionals Credentials Diversity Inclusion Client Testimonials Contact Us Get to know Kaufman Rossin Wealth Schedule your complimentary investment review Feel more secure about your financial future. Talk to us about the evidence-based investment strategy we practice and how it may complement your current efforts. Financial Planning Investment Management Retirement Executive Benefits Risk Management Advanced Planning Why Choose Kaufman Rossin Wealth Wherever you are in life, we can help. Are all advisors the same? If it feels like you’re getting investment advice from a cookie-cutter playbook or your advisor is more concerned with his bottom line than yours, you might need a new advisor. Not just experience
MARIA E. SOCARRAS
CHIEF COMPLIANCE OFFICER
📞 (305) 646-6071
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AUM
$507M
Location
MIAMI, FL
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