Serge Villani
Helping individuals and families achieve their aspirations while securing their legacies
- Role
- Vice President, Advisor at Wealthspire
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Serge Villani
I work as a trusted advocate for all my clients to help them achieve their personal…
Experience
Vice President, Advisor
Aug 2025 — Present · Reno, NV, US
Serge 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.
Education
Pepperdine Graziadio Business School
Certificate in Financial Planning, CFP® Curriculum
Appalachian State University
Bachelor of Science, Finance
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.