Felipe Mejia, CFP®

Felipe Mejia, CFP
Client Service Associate:
Lisa Meringolo

Felipe Mejia, CFP®

Senior Wealth Advisor

Felipe has been helping clients make sound wealth management decisions for nearly a decade. As a Senior Wealth Advisor and fiduciary his goal is to sit on the same side of the table as his clients – acting in their best interest to meet their financial goals and maintain their quality of life. His approach focuses on reevaluating plans amidst volatility, finding successful outcomes, and coordinating with ACM’s extensive investment management resources.

Prior to joining ACM, Felipe held positions with Merrill Lynch and Charles Schwab as a VP Financial Consultant. Most recently, he served as the Lead Advisor to over 200 families at a boutique Registered Investment Advisor in Fort Lauderdale.

Felipe earned his Bachelor of Science in Finance at Florida State University and obtained the CERTIFIED FINANCIAL PLANNER™ designation.

Born and raised in South Florida, he currently lives in Miami with his partner Mariana and their French Bulldog. Felipe enjoys spending time on fitness/exercise, relaxing at the beach, spending time with family, and discovering new restaurants.”

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