GV Financial Advisors, the Atlanta-based Behavioral Wealth Management firm, has appointed Sergio De La Torre as its new senior financial advisor.
De La Torre spent the bulk of her 10-year career at Fidelity Investments.
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He most recently served as a vice president and senior financial consultant in Fidelity’s Private Client Group that mainly caters to high net worth clients.
"I was thrilled to discover that working with GV would allow me to fulfill my goal of making a meaningful difference for my clients and their families over the long term," he continues. "I believe GV is the first wealth management firm to incorporate the psychology and science of Behavioral Economics & Behavioral Finance to create Behavioral Wealth Management," De La Torre said.
GV executive vice president Gary Whitehurst said: "Sergio is a great fit with our innovative clients, wealth management model and culture. His experience and enthusiasm resonate with clients and his community, and his mastery of financial planning techniques and investment acumen inspire confidence. We are thrilled that he has chosen to join our talented GV team."
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