Serge P. Villani, CFP®
Vice PresidentSerge is a Vice President based in our Reno, Nevada office. As an advisor, he focuses on providing guidance and clarity in all aspects of a client’s financial life. He is committed to coordinating the complexities that involve tax planning, investment management, and a variety of wealth management issues into a well formulated and understood personalized financial plan.
Serge has over 15 years of experience working with individuals, families, medical professionals, and business owners. He specializes in financial planning, asset protection strategies, estate planning, retirement planning, and special needs planning.
Outside of work, Serge can be found spending time with his wife and daughter, enjoying outdoor activities like off-roading, hiking, golfing, and skiing. He also enjoys volunteering and giving back to the local community and has been honored as a Distinguished Man of Nevada for his charitable work throughout the state.
Previous Experience
- Workplace Planning Consultant at Fidelity Investments
- 401k Account Manager at Empower
- VP of Investments at JP Morgan Chase
- Senior Financial Advisor at Wells Fargo Advisors FiNet (formerly Wachovia Securities)
- Senior Financial Advisor at Merrill Lynch
Education & Credentials
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Plans SpecialistSM (CRPS®)
- Pepperdine University, Certificate in Financial Planning
- BS, Appalachian State University, Finance
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANS SPECIALISTSM and CRPS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
