Mario A. Zumbo, CFP®WEALTH MANAGER
Mario is deeply passionate about helping individuals and families navigate the complexities of building, inheriting and passing on wealth in an efficient and strategic manner. He believes there is no other way to deliver financial advice except in a true fiduciary capacity, where the client’s best interests are always paramount. Delving deep into the most important aspects of his clients’ lives to address and simplify their investment, estate, retirement and tax needs, Mario serves not only as a financial planner, but also as a trusted confidant and friend.
Mario found his calling as a financial advisor after spending the first six years of his career working in corporate finance and management consulting, advising management teams on financial and organizational change initiatives. Mario cut his teeth in the wealth management industry as a financial advisor for Charles Schwab in downtown Washington, DC. Most recent to joining the United Capital team, he was a financial advisor at Fidelity Investments in the Bethesda, MD office.
Mario is a graduate of the University of Maryland’s Robert H. Smith School of Business with a degree in finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Outside of work, you can find Mario doing one of the following: supporting his local sports teams, exercising, traveling, golfing or spending time with friends and family.