Maximo Minervini

Background

About Maximo Minervini

Growing up in Lake Oswego, Oregon, I attended Lakeridge High School and Chapman University. I moved back to Portland, Oregon in 2018 to join my father, Michael’s, financial advising practice. We strive to understand, interpret and act on the Financial Markets in order to help manage your money. We believe the key to building wealth is to preserve capital during down markets, and having cash at the right time is an advantage that we can use to your favor. We work with business owners and families to develop a comprehensive financial plan that is adjusted over time as life events evolve. Our goal is to be great communicators, and bring you the best advice. We do this through a process we call F.O.O.D.S- Familiarize, Outline, Overview, Deploy, Sustain The Familiarize Phase: Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future. At this first meeting, we gather detailed information for the purpose of creating your personal roadmap. The Outline and Overview Phases: We work with you to develop this personal roadmap to help you pursue the goals and outcomes you envision. At this second meeting, we present the detailed roadmap. The Deploy and Sustain Phases: We take our agreed upon financial plan and put it to work! But this is never the end of the relationship as continued re-evaluations of the market and your financial world will evolve and change over time. We will be there as it does! Areas of Focus: Financial Analysis Retirement Planning Investments Mutual Funds Alternative Investments Wealth Management Portfolio Management Asset Allocation Asset Management Annuities Insurance Lending Solutions • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.