Al Maulini, CFP®, CPM®, CEPA® in

Al Maulini, CFP®, CPM®, CEPA®

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Founder, Managing Director, Senior Portfolio Strategist at Private Wealth Management of Coral Gables/Raymond James Financial Services
📍 Miami-Fort Lauderdale Area, United States

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.

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Experience
35 Years
Current Role
Founder, Managing Director, Senior Portfolio Strategist
Job Level
Leadership
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Al cares 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.
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Career

Work history

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

Media appearances

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Education

Al has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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