Miami, FL Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

9

Of 1,962 advisors across 1,066 offices

Location

Miami FL

Advisors at this office

9

Advisors at this office

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Kassandra L

Series 65, Series 63

Miami, FL

Empower Advisory Group

Kassandra La Victoire is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes positions at Empower Financial Services, Tinta Y Cafe, Emissary, and Puroast. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Devin C

Series 66, Series 63

Miami, FL

Empower Advisory Group

Devin Cordero is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services and spent nine years at Xfinity. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Miguel G

Series 66

Miami, FL

Empower Advisory Group

Miguel Garcia Diaz is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NA, and Miami Krew. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jeffrey S

Series 65, Series 66, Series 63

Miami, FL

Empower Advisory Group

Jeffrey Spurling is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 65, Series 66, and Series 63 licenses. He has 24 years of industry experience, including roles at GWFS Equities, Select Quote, Premier Capital Advisors LLC, and Advisors Asset Management, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies for long-term portfolio returns and is closely tied to Empower’s administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kevin C

Series 63, Series 65

Miami, FL

Empower Advisory Group

Kevin Corbin is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, and Key Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Steven D

Series 63, Series 66

Miami, FL

Empower Advisory Group

Steven Diaz Troncoso is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various financial and non-financial roles, including positions at Empower Financial Services, OnDeck Insurance Group, and the Miami Marlins. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Alfredo M

Series 63, Series 66, Series 65

Miami, FL

Empower Advisory Group

Alfredo Monteiro is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. His prior work includes roles at John Hancock and Principal Financial. Outside of his advisory work, he is a partner in a pool maintenance and supply company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ariel D

Series 66, Series 63

Miami, FL

Empower Advisory Group

Ariel Diaz is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Citibank, and several other financial firms. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s administrative platforms and focuses on long‑term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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David A

Series 63, Series 66

Miami, FL

Empower Advisory Group

David Acosta Marquez is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and has held previous roles with Wells Fargo Clearing, Wells Fargo Bank, and Advised Assets Group. Outside of his advisory work, he is also involved as a video game streamer on the Twitch platform through a separate business activity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated approach focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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