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About Aura Legacy

Our Philosophy

At Aura Legacy we believe that planning honors your responsibilities, ambitions, transitions and legacy. Money is not the goal, it is the tool that supports dignity, confidence and choice. Every recommendation is shaped through a fiduciary lens, grounded in transparency, responsibility and your best interests.

Judgment-Free


Your starting point is never a barrier, only the place we begin.

Educational and Transparent

You deserve to understand your options and the “why” behind every recommendation, so you can make decisions with confidence.

Collaborative and Long-Term

This is not transactional or rushed. It’s a thoughtful partnership built to support you over time.

Rooted in Dignity & Choice

Because the right decision is always the one that aligns with your values, your life, and your comfort level.

Our Founder<br/>Mari Delgado, CFP&#174; <br/>Private Wealth Advisor

Our Founder
Mari Delgado, CFP®
Private Wealth Advisor

Aura Legacy was founded by Mari Delgado, CFP®, whose work is guided by the belief that thoughtful planning creates space for better decisions and meaningful possibilities.

Mari brings over a decade of experience in private wealth management, having begun her career with a top advisory team at Merrill Lynch. Throughout her career, she distinguished herself through her ability to combine disciplined financial analysis with empathy, education, and clear communication, particularly for women navigating pivotal moments in their lives.

As a CERTIFIED FINANCIAL PLANNER™ professional, Mari is held to the highest fiduciary and ethical standards in the industry. This means every recommendation is made in her clients’ best interest, with transparency, care, and a holistic view of their financial lives.

Beyond her professional work, Mari is deeply connected to her community and committed to expanding access, confidence, and financial literacy. Her leadership and advocacy are woven into the culture of Aura Legacy.

Gretta&#160;Zutz

Gretta Zutz

Financial Services Executive

Gretta Zutz is a financial services executive and long-term care insurance expert who has been serving clients, families, and advisors since 2012. With deep expertise in risk management and a mission centered on dignity, flexibility, and choice, she helps client's understand how correctly constructed protection strategies strengthen their overall financial lives.

A Midwesterner who spent 22 years in New York City before moving to South Florida, Gretta brings both sophistication and sincerity to her work. She is known for her community-forward leadership, including active involvement with WIFS, BUG (Brooklyn Urban Gardeners), ProVisors, and Heal the Planet.

Gretta is a pioneer in advocating for women and to the LGBTQ+ community to receive the correct level of risk mitigation around their wealth, especially during major life transitions. Her approach is warm, clear, and grounded in the belief that risk management is ultimately planning, and planning is what protects dignity and choice.

Our Extended Expertise

Aura Legacy operates through a collaborative model, bringing together planning, investment strategy, and risk protection under one thoughtful framework.

This integrated approach allows clients to receive coordinated guidance - ensuring planning decisions are supported not only by strategy, but by protection.

Our Team

Elisa Enriquez

Elisa Enriquez

Client Services Manager

Justin Siegel

Justin Siegel

Client Experience Director

Alexa Hernandez

Alexa Hernandez

Client Services Associate

Avery N. Chartier

Avery N. Chartier

Paraplanner

Katie Dorminey, MSF

Katie Dorminey, MSF

Investment Specialist

Our Commitment to You

Financial planning is not a single event. It’s a relationship.

We are committed to being a steady, trusted presence - adapting your plan as life evolves, providing clarity when things feel complex, and supporting you with care every step of the way.

Let’s take this one step at a time.

Let's Begin