Robert Mazuelos
Financial Planning for pre-retirees, retirees and affluent families
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Serving Clients Nationwide
Financial Planning for pre-retirees, retirees and affluent families
Areas of Focus
- Financial Planning
- High Net Worth Retirement Planning
- Investment Management
- Roth Conversion Strategies
- Tax-Efficient Planning
About Robert Mazuelos
Hi, I'm Robert Mazuelos, Managing Director of Mazuelos & Company Wealth Management.With over 30 years of experience in the investment management industry, and after repeated requests for help from family and friends, I decided to leave the institutional side of portfolio management and switch over to financial planning for individuals, families, high-net worth individuals and small businesses.
I have made helping people and making lasting connections my mission. I strive to educate and inform clients so they can feel confident in their financial life. As a fiduciary, I act in the best interest of my clients while taking time to listen to clients, ask questions and understand their expectations and concerns.
Previously, I was General Partner and Portfolio Manager at Mercator Asset Management, responsible for the management of Public and Corporate Employee Benefit Plans, Foundations and Endowments. As a Senior Vice President and Portfolio Manager at Hansberger Global Investors, I held a similar role managing investment portfolios for institutional clients throughout the U.S.
Primary Location
Fort Lauderdale, FL
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the "Book Intro Call" button above to schedule an introductory meeting. Our first conversation is simply a chance to get acquainted and understand your current financial picture. There is nothing to prepare for – just bring your questions. You will learn how I work and why tax planning is so important. By the end of the meeting, we will know whether we are the right fit for each other. Choosing an advisor is a big decision, and this call is designed to make it an easy, pressure-free first step. Hablo español, y si prefieres hablar en nuestro idioma, tambien estare contento en hacerlo.Offers Investment Management
Yes
About Mazuelos & Company Wealth Management
Mazuelos & Company Wealth Management is a registered investment adviser based in Fort Lauderdale, Florida, offering tailored wealth management services designed to grow, protect, and optimize our clients' wealth.Who We Serve
My primary mission is not simply investment management. My value proposition centers on helping clients make better financial decisions across all areas of their financial lives, with a particular emphasis on:
• Lifetime tax reduction strategies
• Medicare and IRMAA Surcharges
• Retirement income planning
• Social Security optimization
• Wealth distribution planning
• Investment management
• RSU taxation
• Concentrated positions and risk management
I help clients answer questions like:
• When can I retire?
• How much can I spend?
• Will I run out of money?
• Why am I paying so much in taxes?
• Can my equity compensation actually fund an early retirement?
Education
University of Florida, Bachelor of Science (BS), Finance; Florida Atlantic University, Master of Business Administration (MBA)
Volunteer Experience
Every couple of years, I have the privilege of volunteering at a medical mission in Cusco, Peru, where I serve as a translator for optometry students from the Illinois College of Optometry as they provide eye care to local communities. While I'm there, I also make it a point to visit Peruvian Hearts, an organization that supports young women through education and leadership development. Each visit leaves me inspired. These young women are among the brightest, most driven, and most impressive people I've had the opportunity to meet.
Hobbies and Interests
- Cooking
- Entertaining
- Family
- Grilling
- Music
- Reading
- Soccer
- Traveling
- Volunteering
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Creative Professionals
- Divorce
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- High Net Worth
- Hispanic | Latino
- Individuals
- Intergenerational Families
- LGBTQ Couples
- Living in Retirement
- Mid-Career Professionals
- Military
- Newly Engaged / Newlywed
- Parents
- Physicians
- Pre-Retirees
- Real Estate Agents
- Single Women
- Technology Professionals
- Therapists
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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