Al Maulini, CFP®, CPM®, CEPA®

Critic
DISC Type : C

Founder, Managing Director, Senior Portfolio Strategist at Private Wealth Management of Coral Gables/Raymond James Financial Services

Miami-Fort Lauderdale Area, United States

Overview

Al Maulini is the Founder and Managing Director of Private Wealth Management of Coral Gables, with over 30 years of experience advising high-net-worth clients. A former financial radio personality, he holds a Certified Portfolio Manager certification in conjunction with Columbia University and specializes in creating detailed financial roadmaps for families and businesses.

Originally from Cuba, Als family arrived as refugees in 1965. He is deeply involved in his community, serving on the South Miami Hospital Council and supporting animal welfare organizations like the Humane Society. He enjoys relaxing at home with his girlfriend, Beatriz, and his large family of rescue pets.

Unique Fact: Al arrived in Miami with his family on Thanksgiving Day in 1965 as a refugee from Cuba.

Personality Overview

Critic

Information Seeker

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Wealth & Legacy Planning
As a Certified Exit Planning Advisor, he focuses on multi-generational wealth transfer and offers seminars on philanthropic estate planning.
Portfolio Management
He is a Certified Portfolio Manager who writes about market trends and manages investment portfolios directly for his clients in-house.
Animal Welfare
Actively supports A Safe Haven for Newborns, Saving Paws 4 Love, and the Humane Society of Greater Miami, and has many rescue pets.

Media Appearances

Al has no verified media appearances

Work History

9-2022
Founder, Managing Director, Senior Portfolio Strategist at Private Wealth Management of Coral Gables/Raymond James Financial Services
8-2013 - 9-2022
Senior Portfolio Manager, Senior Vice President, Financial Advisor at Morgan Stanley
9-2004 - 8-2013
Senior Vice President, Premier Wealth Advisor at HSBC Securities
3-1999 - 9-2004
Senior Vice President, Financial Advisor at Wachovia Securities
6-1996 - 2-1999
Senior Vice President, Area Director, Florida Region at Citicorp Investment Services

Education

Al has no verified education history

More Information

Social Presence :

Prographics :

Exp : 35 Location : Miami-Fort Lauderdale Area, United States Job Level : Leadership Designation : Founder, Managing Director, Senior Portfolio Strategist at Private Wealth Management of Coral Gables/Raymond James Financial Services
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Insights For Selling To Al

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Al is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Al

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Al move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Al take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Al

Personality Compatibility


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