Flavio Landivar

About Flavio Landivar

At the core of what I do is answering one crucial question for families: “Will I outlive my money, or will my money outlive me?”As a Financial Advisor at Evensky & Katz/Foldes Wealth Management, I help individuals, families, and business owners simplify their financial lives so they can focus on what truly matters. With over a decade of experience in wealth management, I bring a holistic, long-term approach that looks beyond investments to connect your money with your goals and the legacy you want to leave.Leveraging my international background and fluency in English, Spanish, and Portuguese, I guide high-net-worth individuals and millennials through the complexities of both domestic and global markets. From retirement and estate planning to tax strategies, portfolio rebalancing, and generational wealth transfer, I tailor personalized solutions that fit your unique situation.I hold a bachelor’s degree in economics with a minor in international relations from Florida International University, an MBA from Nova Southeastern University, and professional credentials including the CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Management Analyst℠ designation, and Series 7 & 66 securities licenses. My goal is to be your trusted resource for clear, conflict-free guidance at every stage of life.

Experience

1. Senior Financial Advisor

   Evensky & Katz Foldes Wealth Management

   Oct 2022 — Present · Coral Gables, FL, US

   For over 35 years, Evensky & Katz / Foldes Wealth Management has specialized in financial planning and goals-based investment management services for professionals, retirees, entrepreneurs, and more. The integrity of our experienced advice and our commitment to quality client services are what set us apart from a crowd and enable us to help our clients reach their financial goals, regardless of what those might look like.

Education

• Florida International University

  Bachelor of Arts (B.A.), Economics

  2004 — 2008

• Bryant University

  Financial Planning Certificate Program

  2015 — 2016

• Yale School of Management

  Investment Management Theory & Practice, CIMA certification

  2018 — 2018

• Nova Southeastern University

  Master of Business Administration (MBA), Business Administration and Management, General

  2009 — 2012

Skills

• Financial Markets
• B2b
• Management
• Selling
• New Business Development
• Customer Service
• Marketing
• Microsoft Excel
• Spanish
• Marketing Strategy
• Microsoft Office
• Sales Presentations
• Economics
• Powerpoint
• Microsoft Word
• Outlook
• Financial Analysis
• Stocks
• Sales Management
• Negotiation
• Strategic Planning
• Business Development
• Operations Management
• Account Management
• Training
• Team Building
• Pricing
• Leadership
• Logistics
• Portuguese
• Dynamic Asset Allocation
• Portfolio Management
• Modern Portfolio Theory
• Financial Planning