Broker Check

(954) 500-PLAN

Our Team

Serge Mallat*, CLTC

President

(954) 445-8222

(954) 252-4266

[email protected]

Serge Mallat, President of One South Florida Wealth Advisors, has over 26 years of experience in the financial services industry and is committed to helping his team of financial representatives to develop strategies for preserving,...

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Sergio Lopes, CLTC

Director, Sports and Entertainment Division

954-999-3660

[email protected]

Sergio is an energetic leader and result-oriented marketing strategist.He is very creative, tech-savvy and well connected across the entire digital space, traditional media and communication channels.Focusing on providing financial...

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Michael Manning*, CLTC

Director, Public Employee Division

(844) 500-2384

[email protected]

Michael is a retired Lieutenant and 27 year veteran of a major South Florida police department. Upon his retirement in 2007, Michael began a second career with Mass Mutual and MML Investor Services focusing his practice on serving the...

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Roger Romance*, CLTC

Financial Services Advisor

(954) 254-3231

[email protected]

Roger Romance has been in Financial services industry since 2008. Among helping guide people in their retirement need he cares for he’s disabled uncle whom is blind and an amputee from a work related accident. He’s...

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Martha Brieva, CLTC

Director, Corporate Benefits Divison

(954) 854-1854

[email protected]

Before joining One South Florida Wealth Advisors, Martha has been CEO and founder of Premier Insurers Inc, a full service boutique agency specializing in Employee Beneļ¬ts. Martha has over 20 years experience in the Health Industry,...
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Goldie Fenster, CLTC

Director, Women's Division

(954) 557-8804

[email protected]

Goldie Fenster is proud to be part of a financial services firm that focuses on forming strong relationships with her clients and providing them with the resources needed to make financial decisions. She prides herself in getting to...

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Larry Ackerman, CLTC

Financial Services Professional

(954) 224-7266

[email protected]

Larry was in the Vacation Ownership market for 18 years. His passion for traveling with his family and making memories continues to be the goal. For the past three years, Larry is working as a Financial Services Professional with a...
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Renzo Barredo

Director, Mental Health & Community Outreach Division

(954) 547-2986

[email protected]

Renzo Barredo has been in the Financial Services industry since 2010. His attention to detail, passion for others, and drive to make a true difference in this world helps drive his work with his clients. After just 2 years in the...

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Shelene Fox

Financial Services Professional

(954) 816-8672

[email protected]

Shelene is a lifetime learner and has a passion for reading books. Shelene provides her community with various insurance and financial literacy education workshops and seminars. She is the mother of two wonderful sons. She is a...

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