Talk to sales Try for Free
Mario Beatrice

Mario Beatrice

General Manager

location of Mario BeatriceWisepath Financial, LLC

Connect with Mario Beatrice to Send Message

Connect

Connect with Mario Beatrice to Send Message

Connect

  • Timeline

  • About me

    Consultant

  • Education

    • The Wealth Preservation Institute

      -
      Certified Medicaid Planner™

      With the help of a Certified Medicaid Planner™ families can have a knowledgeable and experienced guide to navigate the often confusing Medicaid system and to help understand the myriad of rules.

    • College for Financial Planning

      -
      CRPC®-Chartered Retirement Planning Counselor

      Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

    • Babson College

      1998 - 2002
      Bachelor of Science (BS) Finance, Management & Entrepreneurship

  • Experience

    • AFD

      May 2003 - Sept 2009
      General Manager

    • Property Tax Associates, LLC

      Oct 2009 - now
      Real Estate Tax Consultant

      • Property Tax Associates, LLC. specializes in contesting inflated property assessments to obtain a reduction in real estate taxes. • Professional team of real estate tax consultants, accountants, appraisers and attorneys. • Commercial and Residential Property.

    • Estate Street Partners, LLC

      Oct 2009 - now
      Director

      • Estate Street Partners, LLC is an estate planning practice specializing in asset protection.• Protect what you’ve worked hard for from contingent fee lawyers, creditors and frivolous lawsuits. • Mitigate and minimize the costs & risks of long term care and the Medicaid spend down.• Eliminate probate and estate taxes.

    • Wisepath Financial, LLC

      Jun 2014 - now
      Managing Director

      Wisepath Financial is an independent fee-based wealth management practice focusing on low risk, low volatility, successful investment strategies to ensure a secure and worry free retirement. We empower our clients with the knowledge necessary to make informed decisions about their financial well-being. We believe folks should always take the Least amount of Risk to reach their financial goals. Mario, a Licensed Fiduciary, specializes in providing planning and guidance for those who are seeking to maintain or create a better lifestyle in retirement while emphasizing safety, security and preservation, as well as growth of his clients’ life savings.All portfolios are designed for those who appreciate secure investments and who want to minimize and mitigate the risk of moving backwards financially. Our approach to Risk Management should be considered by anyone planning for a secure retirement. Retirement Planning, Income Planning, Investment Management.Providing Security & Value. Delivering Results & Peace of Mind.www.wisepathfinancial.com Show less

  • Licenses & Certifications

    • CMP™ - Certified Medicaid Planner™

    • CRPC® - Chartered Retirement Planning CounselorSM