As Founder, Managing Director, and Senior Portfolio Strategist Al's area of focus lies in creating a financial roadmap for individuals, families, and businesses. With over 30 years of experience in the financial and investment industry, he has dedicated his practice to building relationships with both high-net-worth domestic and international clients.Al holds a CPM certification through the Academy of Certified Portfolio Managers in conjunction with the Fu Foundation School of Engineering and Applied Science at Columbia University in New York City. Benefits of this certification include a deeper understanding of security analysis, asset allocation and portfolio management concepts, as well as a greater awareness of regulatory standards.Al is a recipient of the esteemed Certified Financial Planner™ designation, which is granted by the Certified Financial Planning Board of Standards in Washington, D.C. As a Certified Financial Planner™ professional, he provides guidance to help pursue clients' financial goals. This includes services such as retirement planning, insurance planning, taxes, budget analysis, estate planning strategy and investments.Another industry designation that Al holds is the Certified Exit Planning Associate® (conferred by the Exit Planning Institute). As a CEPA®, Al is qualified to work with business owners and assist them with planning every aspect of their personal and business finances.Al entered the financial services industry as a trader. He then became the area director for Citicorp Inc. Services in South Florida, and then accepted a role as senior vice president in Wachovia's private wealth division in downtown Miami. After that, he moved to HSBC as a premier wealth advisor in Miami-Dade County before moving to Morgan Stanley in 2013. Then in 2022, he founded Private Wealth Management of Coral Gables in affiliation with Raymond James Financial Services.Al is the son of Ricardo and Maria Maulini, two determined and hard-working Cuban refugees who arrived in the United States in 1965. He grew up in Lansing, Michigan, and later in Miami. He is active in the community and works with various charitable organizations, including Out of Foster Foundation, Ronald McDonald House, Sebastian Strong, Leukemia and Lymphoma Society, A Safe Haven for Newborns, Saving Paws 4 Love, and the Humane Society of Greater Miami. All his efforts are dedicated to helping and saving innocent lives.When not working, he enjoys relaxing at home with his girlfriend, Beatriz, and his large family of rescue pets.