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CO-FOUNDER & CHIEF RETIREMENT SPECIALIST

Mario Beatrice, CRPC®, CMP™

Mario is a Chartered Retirement Planning Counselor (CRPC®), Certified Medicaid Planner™ (CMP™) and Investment Advisor Representative (IAR) with Horter Investment Management who focuses primarily on retirement planning. His professional registrations include a Series 65 and Life and Health Insurance Licenses. Mario is a Fiduciary Financial Advisor, meaning he must always put his clients’ interests first.

As a fiduciary, Mario’s fundamental principle, one that is eye opening to many folks, is that you can take less risk and still do well in retirement. There’s no one best place to put your retirement money, because each individual and couple has unique requirements and different tolerances for risk. Mario’s approach to retirement planning is one from a goals-based perspective.

After earning his bachelor of science, concentrating in finance and management, from Babson College in Wellesley, Massachusetts in 2002, Mario began his career in Orlando, FL. He worked for AFD Home, Inc., as an executive in general management, a family ran import and export business. In 2009, Mario earned his Florida Insurance, Health and Variable Annuity License and began educating individuals, families and businesses of safe money strategies. Soon after, he earned his professional registration as a Series 65 fiduciary advisor and co-founded Wisepath Financial, LLC with his brother Rocco.

Mario’s extensive experience in business management, finance, tax planning, estate planning and wealth management allow him to offer a unique experience to the conservative, pre-retiree and retirement communities of Central Florida.

CO-FOUNDER & RETIREMENT PLANNING SPECIALIST 

Rocco Beatrice, MBA

Rocco co-founded Wisepath Financial, LLC with his brother Mario, with the intent of guiding retirees, and those planning for retirement, of the many tough decisions they face as they navigate through the many options in retirement. Rocco’s philosophy is focused on educating clients of the many options in the retirement planning spectrum, and helping clients to understand the pro’s and cons of each option.  Retirees and pre-retirees make wiser choices when they understand their options and what best suits their individual goals in retirement.

In 1999, Rocco earned his Bachelor of Science degree from Babson College in Wellesley, Massachusetts with a concentration in Finance and Quantitative Studies. After graduation, he worked as a financial consultant at Dove Consulting, analyzing and solving strategic challenges for Fortune 500 companies such as BMW, Boeing, Lending Tree and FedEx.  In 2001, the company was acquired and Rocco left to become an Energy Trader for AES Corporation and later Constellation Energy Group.

Rocco later took graduate classes at Harvard University and in 2004 he began his MBA at the University of Chicago, Booth School of Business in Chicago, Illinois with a focus in Analytical Finance & Accounting. After graduation in 2006, Rocco worked as a Director at Estate Street Partners focusing on estate planning, asset protection and tax optimization.

Mr. Beatrice has passed his series 65 and acts only in a fiduciary capacity with his clients and is a licensed life insurance agent.  He is also a member of the National Ethics Association.

MARKETING & EVENT COORDINATOR 

Lilia Jalba

Lilia has worked at Wisepath Financial since it was founded and has played a pivotal role in its success. Lilia has an extensive background in marketing, event planning and client services in both Europe and the United States.  Lilia’s experience is shown in her dedication and passion to building personal relationships with clients.  Lilia’s skillset is multi-faceted while managing client & marketing events, office coordination, scheduling, graphic design and social media strategy.

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Contact Information

801 International Parkway, 5th Floor
Lake Mary, FL 32746
Email: info@wisepathfinancial.com
Tel: (407) 878-7238