CFP®
Marcos A. Segrera
Marcos Segrera is a Wealth Manager & Principal at Evensky & Katz / Foldes Wealth Management and is currently helping individuals, families, and institutions achieve their investment and financial planning goals. He also serves on our firm’s Investment and 401(k) committees. Mr. Segrera belongs to the Miami-Dade County Financial Planning Association (FPA) and works as a volunteer with the Parkinson’s Foundation and Legal Services of Greater Miami. Previously, he served as a board member of the YMCA of South Florida, an organization dedicated to building healthy, confident, and secure children, families, and communities in South Florida.
Mr. Segrera is a Certified Financial Planner™ and received his Bachelor of Science in finance from Florida International University. Prior to joining Evensky & Katz / Foldes Financial in 2018, he worked as a financial planner for more than six years at a multi-family registered investment advisor in Miami, where he was part of the advisory team reviewing and analyzing the personal finances of high-net-worth families, corporate executives, and companies. He was also a member of the firm’s investment committee and planning committee.
Marcos was born and raised in Miami, Florida, and continues to live in Miami with his wife Shaefer and their three children Carlos, Paxton, and Aleny, and their two dogs, Moglie and Oliver.
