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

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*

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*

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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Adam Fenster*

Financial Services Advisor

[email protected]

Martha Brieva

Financial Services Professional

[email protected]

Goldie Fenster

Financial Services Professional

(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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