Mauricio joined Summit Wealth Group in 2024, bringing nearly a decade of coaching competitive youth soccer and experience at Charles Schwab to his role as a financial advisor. Born in San Salvador, El Salvador, he moved to the United States during high school and later earned his business degree from the University of Colorado, Colorado Springs.
He spent eight years coaching high-level youth soccer, where he developed a philosophy that still guides his work today: success comes from understanding each person's unique goals and creating a tailored game plan to reach them. This approach translates naturally into financial planning, where he helps clients use money as a tool to experience life on their terms. After beginning his career at Charles Schwab, he discovered his true calling in comprehensive wealth advisory.
Based in Lakewood, Mauricio serves clients throughout the Denver metro area and works virtually with individuals and families across the United States. He focuses in working with young professionals and families who value a straightforward, goals-focused approach to building wealth. Fluent in both English and Spanish, he's committed to making quality financial guidance accessible to a broader community.
When he's not helping clients plan for their financial futures, Mauricio enjoys cooking, playing padel, watching soccer (he's a devoted Chelsea FC supporter), and seeking adventures near water—whether at the beach, lake, or anywhere he can connect with the outdoors.