Mari Delgado, CFP®

Private Wealth Advisor

Phone: (954)599-9134 Calls Only (954)400-0955 Texts or Calls

Email: mdelgado@financialguide.com

Contact MeCalendly Link
Mari Delgado, CFP®
Young woman with curly hair wearing a pink blazer and holding a takeaway coffee cup looking to the side.

Mari Delgado, CFP®

The Great Wealth Transfer: A Historic Opportunity for Women

August 20, 2025
Multi-generational family gathered around a wooden dining table, eating and talking in a bright room with plants and shelves.

Mari Delgado, CFP®

Immigrant Money Mindset: Understanding the Psychology Behind Wealth

July 30, 2025

Private Wealth Advisor

Mari, a CFP® professional and Private Wealth Advisor, is a strong believer that anything can be achieved with the proper planning and preparation. From serving as the first woman president of the Association of Latino Professionals For America at FIU, to starting her careerat the top team at Merrill Lynch, she’s broken down barriers time and time again.
Mari brings a decade of experience in Private Wealth Management.

Her main focus is to help women in transition: executives with significant wealth tied up in one stock, dealing with divorce or the loss of a partner, receiving an inheritance, navigating anIPO or liquidity event or nearing (or currently in) retirement. Mari helps her clients build financial stability and make an impact with their wealth using personalized, goals-based investment strategies. She currently serves both Spanish- and English-speaking clients nation-wide.

‍

Mari is a big supporter of local organizations like Habitat for Humanity, 100+ Women WhoCare, Women's Executive Club of Fort Lauderdale, Coral Gables Woman's Club and theNicklaus Children’s Hospital. She's an active board member of The Women's Fund Miami-Dade. In her free time, you'll find Mari enjoying a round of golf or going for a run. Her and her husband, Manuel, recently welcomed twin boys!

‍

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

‍

This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

‍

Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

See If We’re The Right Fit
See Who We Help

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
‍

  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits*

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform
BrokerCheck by FINRA