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Heriberto 'Herby' Muro Jr., CFP®, RICP®, MBA

Heriberto 'Herby' Muro Jr., CFP®, RICP®, MBA

Licensed Financial Specialist

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location of Heriberto 'Herby' Muro Jr., CFP®, RICP®, MBAMiami, Florida, United States

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  • Timeline

  • About me

    Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors

  • Education

    • South Miami Senior High School

      2001 - 2005
      High School Degree Business

      Activities and Societies: Starting shooting guard for the varsity basketball team from sophomore to senior year.

    • The American College of Financial Services

      2020 - 2021
      Retirement Income Certified Professional® RICP® Courses

      The purpose of retirement financial planner is to help individuals who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals throughout their nonworking years and manage the many risks they may face. As coordinated planning and better decision making can improve retirement security, retirement income planning is a very rewarding area within financial planning.

    • Florida International University - College of Business

      2016 - 2018
      Master of Business Administration (MBA) Finance

    • Kaplan University

      2013 - 2015
      Financial Planning Education Program in CFP® Courses Financial Planning and Services

      The CFP® certification is awarded to individuals who meet education, examination, experience and ethics requirements. A CFP® professional has proven competence in all areas of financial planning including financial analysis, investment planning, income tax planning, education planning, risk management, retirement planning and estate planning.

    • Florida International University

      2006 - 2011
      Bachelor of Business Administration (B.B.A.) Finance

  • Experience

    • Wachovia Bank, A Wells Fargo Company

      Oct 2007 - Jan 2011
      Licensed Financial Specialist

    • J.P. Morgan Securities, LLC

      Feb 2011 - Aug 2013
      Financial Advisor, Vice President-Investments

    • Wells Fargo Advisors

      Sept 2013 - now
      Senior Financial Advisor, First Vice President - Investments

      As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy.

  • Licenses & Certifications

    • Retirement Income Certified Professional® (RICP®)

      The American College of Financial Services
      Feb 2022
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER®

      CFP Board
      May 2016

  • Honors & Awards

    • Awarded to Heriberto 'Herby' Muro Jr., CFP®, RICP®, MBA
      All-State High School Basketball State of Florida High School Basketball Mar 2005
    • Awarded to Heriberto 'Herby' Muro Jr., CFP®, RICP®, MBA
      All-County High School Basketball Miami-Dade County Mar 2004

  • Volunteer Experience

    • Volunteer

      Issued by St. Jude Children's Research Hospital on Jan 2009
      St. Jude Children's Research HospitalAssociated with Heriberto 'Herby' Muro Jr., CFP®, RICP®, MBA

    • Leader

      Issued by C.O.R.E on Dec 2006
      C.O.R.EAssociated with Heriberto 'Herby' Muro Jr., CFP®, RICP®, MBA