Percy J. Avetrani
Login to view DISC.Percy J. Avetrani is a third-generation financial professional and the Founding Advisor of WealthX Advisors, with over 22 years of experience specializing in complex financial planning for individuals and businesses. People who have worked with him often describe him as trustworthy, knowledgeable, and an expert in his field.
He is passionate about making a lasting impact in the South Florida community, which is demonstrated by his firms support for organizations like Nicklaus Childrens Hospital. He believes in connecting deeply with clients, moving beyond a systematic approach to financial planning to help them clarify their goals and dreams.
After starting his career in a back-office role, he launched his own practice in 2006 because his desire to work directly with clients was too strong.
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