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Scott Z
ChFC®, Series 66
Boca Raton, FL
Manhattan Wealth Management Group
Scott Zuckerman is a financial advisor with Manhattan Wealth Management Group in Boca Raton, FL. He holds the ChFC® designation and Series 66 license and has 20 years of industry experience. Prior to joining Manhattan Wealth Management Group, he worked at LPL Financial for 13 years and has held roles in insurance and financial services. Zuckerman is also an author of a financial planning book titled "Don't Be A Financial Disaster" and is the creator of a FinTech software platform focused on AI-driven financial education and guidance. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm’s investment approach is based on modern portfolio theory, utilizing strategic asset allocation, periodic rebalancing, and a mix of internally managed positions and third-party managers.
Mathew G
Series 66
New York, NY
Manhattan Wealth Management Group
Mathew Goldberg is a Series 66-credentialed advisor with 25 years of experience, currently with Manhattan Wealth Management Group in New York, NY. His career includes roles at MWMG Advisors, Mpwm Advisory Solutions, Chase Investment Services Corp., and Wells Fargo Clearing. Manhattan Wealth Management Group is an SEC-registered investment adviser offering portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based investment approach, utilizing a combination of internally managed assets, third-party managers, and model portfolios.
Agustin H
Series 66
New York, NY
Manhattan Wealth Management Group
Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.
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