Serge Villani, CFP®, CRPS®
Vice PresidentSerge 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.
Outside of work, Serge enjoys spending time with his wife and daughter while embracing Northern Nevada’s outdoor lifestyle through off‑roading, hiking, playing golf, and winter sports. He is also deeply committed to giving back to the community.
How We Work With You
Previous Experience
- Workplace Planning Consultant at Fidelity Investments
- 401k Account Manager at Empower
- VP of Investments at JP Morgan Chase
- Senior Financial Advisor at Merrill Lynch
Education & Credentials
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Plans SpecialistSM
- Pepperdine University, Certificate in Financial Planning
- BS, Appalachian State University, Finance, Insurance & Real Estate
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.
