About
Mario Yngerto
Mario Yngerto shares his enthusiasm about financial services with all the individuals, families and business owners he encounters. With over 20 years experience in financial services, Mario is uniquely equipped to assist his clients in achieving their financial goals.
Mario helps his clients seek financial freedom and independence through establishing clear goals and financial discipline. He works with his clients to prepare a plan that takes into consideration their goals, unique needs, time frames and risk tolerance. Mario is committed to educating his clients to make well-informed decisions and to find meaningful financial solutions.
Being a Certified Financial Planner™ (CFP®) as well as a Chartered Financial Consultant (ChFC), Mario has an astute understanding of the diverse aspects of the financial planning process. Mario utilizes the comprehensive financial planning methodology that integrates and encompasses (T)ax planning, (I)nvestment planning, (I)nsurance planning, (R)etirement planning as well as (E)state planning.
Retirement and Investment planning are two strategic areas that Mario considers his specialties, and he is available to speak to groups on these topics. Mario currently resides in Coral Gables, Florida.
Mario was formerly the President of the Dallas Ft. Worth Chapter of the Financial Planning Association (FPA). Mario has been featured in numerous financial publications such as Financial Planning Magazine, Investment Advisor, Dallas Morning News, People Magazine, AARP, Stocks, Futures & Options (SFO) magazine, as well as CNN Español. In conjunction with the CFP® Board of Standards and the DFW FPA, Mario also worked on a DVD on financial literacy for Hispanics.