Emergent Financial Services, Llc
Emergent Financial Services is an Hispanic-owned financial planning team and registered investment advisor (RIA) that brings together years of experience in the financial industry to help individuals and investors attain your long-term goals. As a boutique firm, we understand the importance of a personal and service-oriented approach that can be lost at large corporations. We help clients with financial planning from insurance analysis to tax strategies and with wealth management, from investment advice to asset allocation, diversification, and portfolio rebalancing.
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5
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1 to 10 range
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Distinct roles
4
indexed titles
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Nickolas Urpi
Partner Research Analyst · Research & Development
EmailPhone - XU
Xavier Urpi
Chief Investment Officer · Finance & Accounting
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Showing 2 of 5 verified contacts
Top roles at Emergent Financial Services, Llc
4 distinct titles indexed · top 4 shown.
- 2chief investment officer
- 1ceo & financial advisor
- 1partner research analyst
- 1research analyst
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