Mateo Dellovo
I help high-income professionals grow and protect wealth.
- Role
- Private Wealth Advisor at Bfa Wealth Management
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Mateo Dellovo
I work with a small group of high income and high net worth clients. Mostly tech and…
Experience
Private Wealth Advisor
May 2015 — Present · Boca Raton, FL, US
BFA Wealth Management is a fiduciary advisory firm helping high-income professionals make smarter investment, tax, and planning decisions. We specialize in equity compensation, tax-efficient strategies, and personalized financial planning to turn income into long-term wealth.
Education
Boston University
Financial Planning
Worcester State University
Business & Economics
Skills
- Real Estate Economics
- Commercial Real Estate
- Alternative Investments
- Property Management
- Private Equity
- Financial Planning
- Retirement
- Due Diligence
- Equities
- Mergers & Acquisitions
- Real Estate Transactions
- Portfolio Management
- Contract Negotiation
- Strategic Planning
- Venture Capital
- Financial Modeling
- Investments
- Real Estate
- Mutual Funds
- Risk Management
- Money Management
- Investment Properties
- Wealth Management
- Financial Analysis
- Valuation
- Asset Management
- Real Estate Development
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.