Marrero Wealth Management LLC

Marrero Wealth Management LLC is a Financial Planner in Marrero, LA, located at 18212 E Petroleum Dr Ste 2C. It holds a rating of 5.00 based on customer reviews. The firm is an independent, boutique wealth management practice founded by Hugo Marrero, Jr., CFS®, who has spent four decades in financial services. Hugo Marrero, Jr., CFS® serves as President and an Investment Advisory Representative. He has been serving clients for over 35 years, providing tailored financial strategies that prioritize risk mitigation and wealth optimization.

Mr. Marrero earned his Certified Fund Specialist® (CFS®) designation from the Institute of Business & Finance (IBF), a credential held by fewer than 1% of advisors in the U.S. The CFS® program includes over 135 hours of graduate-level training in mutual funds, portfolio construction, investment strategy, and risk management. He is a graduate of Louisiana State University with a Bachelor of Science in Finance. Mr. Marrero holds multiple securities licenses, including Series 6, 7, 22, 63, and 65. He is Life, Health, and Variable Annuity licensed with the State of Louisiana Department of Insurance and provides investment advisory services nationwide.

The firm specializes in helping pre-retirees, retirees, business owners, and multigenerational families. They keep their client list intentionally small to ensure depth of attention. Mr. Marrero is partnered with Kestra Financial and is a member of the Financial Services Institute and the Institute of Business & Finance. With extensive experience in portfolio design and risk management, he specializes in structuring investment portfolios for individuals, corporations, and trusts. Marrero Wealth Management LLC can be reached at 225-924-2794 or [email protected].

BizScoreAI gives Marrero Wealth Management LLC a Schema & Structure score of 100 out of 100, which means the website carries structured data and clear headings to help AI assistants and search engines understand exactly what the business is and what it offers. The firm also receives a Technical score of 77 out of 100.