Serge Villani, CFP®, CRPS®
Vice President
Serge is a Vice President based in the Reno, Nevada office, where he partners with individuals and families to build a strong, thoughtful foundation for their financial lives. At the center of his work is a carefully developed financial plan—one that reflects each client’s goals, values, and priorities, and serves as a clear roadmap for decision‑making over time.
He works collaboratively with clients to bring structure and clarity to complex areas such as tax planning, investment management, and broader wealth management considerations, aligning each decision with a well‑understood and personalized financial plan.
With more than 19 years of experience, Serge has worked closely with individuals, families, medical professionals, and business owners. His planning expertise involves comprehensive financial planning, including tax-advantaged strategies for owners and partners of professional service firms using defined contribution and defined benefit plans, including cash balance plans. His approach is grounded in helping clients feel informed, comfortable, and confident as their financial plan evolves alongside their lives.
He works collaboratively with clients to bring structure and clarity to complex areas such as tax planning, investment management, and broader wealth management considerations, aligning each decision with a well‑understood and personalized financial plan.
With more than 19 years of experience, Serge has worked closely with individuals, families, medical professionals, and business owners. His planning expertise involves comprehensive financial planning, including tax-advantaged strategies for owners and partners of professional service firms using defined contribution and defined benefit plans, including cash balance plans. His approach is grounded in helping clients feel informed, comfortable, and confident as their financial plan evolves alongside their lives.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
