Mari Delgado CFP^®

Mari is a CFP® professional and seasoned Private Wealth Advisor with over a decade of experience guiding high-net-worth clients through complex financial decisions. She began her career on a top team at Merrill Private Banking and has led transformative work in wealth management, delivering strategic planning that helps clients protect wealth, pursue growth, and achieve long-term goals.

A proven leader and barrier‑breaker, Mari served as the first woman president of the Association of Latino Professionals For America at FIU, bringing strategic vision and purposeful advocacy to the role. She blends technical expertise with empathetic client service to create plans that are both rigorous and deeply personalized.

Actively engaged in her community, Mari supports Habitat for Humanity, 100+ Women Who Care, and Nicklaus Children’s Hospital, and currently serves on the board of The Women’s Fund Miami‑Dade. Outside of work she enjoys golf, and recently welcomed twin boys with her husband, Manuel.