Serge  Villani,  CFP<sup>&reg;</sup> - Financial Advisor

Serge Villani, CFP®

Vice President, Advisor

Wealthspire Advisors

110 Country Estates Cir, Ste 3
Reno, NV 89511-4016
FINANCIAL ADVISOR'S WEBSITE
(775) 324-7244 CONNECT WITH Serge
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General

Serge Villani is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wealthspire Advisors in Reno, NV and the surrounding communities.

Financial Advisor Overview

I work as a trusted advocate for all my clients to help them achieve their personal financial goals. Specialties: Financial Planning and Wealth Management, Business Retirement Plans, Asset Protection Strategies and Special Needs Planning Outcomes: Peace-of-mind and Confidence with your plan.

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Financial Advisor Experience

15 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs

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Helpful Financial Planning Resources