The Mather Group, LLC
Mauricio Cortes Resendiz, CFA, CFP®, MBA has a diverse work experience spanning different roles and industries. Mauricio is currently serving as an Investment Director at The Mather Group, LLC, where they oversee investment activities. Prior to this, they held the position of Senior Portfolio Analyst at the same company.
Mauricio also worked at Eugenias Advisory Group, LLC, where they served as the Director of Investment Management & Business Development. In this role, they were responsible for managing investments and developing new business opportunities. Before that, they worked as a Portfolio Analyst & Associate Financial Planner at the same company.
During their career, Mauricio had a summer associate position at Fish and Associates, where they undertook business development projects and provided recommendations to improve client retention and acquisition.
Earlier in their career, Mauricio worked at Vanguard as a Portfolio Implementation professional, and at General Motors as a Bilingual Customer Account Representative. At General Motors, they were responsible for resolving delinquent accounts and executing collection strategies.
Overall, Mauricio's work experience showcases their expertise in investment management, financial planning, business development, and customer service.
Mauricio Cortes Resendiz, CFA, CFP®, MBA, has a diverse educational background. Mauricio obtained their Master of Business Administration (M.B.A.) degree with a focus in Finance, General from Vanderbilt University in 2018. Prior to that, they completed the Certified Financial Planner (CFP®) program at the College for Financial Planning in 2015. Mauricio also holds a Bachelor of Science (BS) degree in Economics from the W. P. Carey School of Business at Arizona State University, which they earned in 2013. Mauricio'seducation journey began at the Instituto Tecnológico Autónomo de México from 2008 to 2011, where they studied Economics. In addition to their formal degrees, Mauricio has obtained various certifications such as Chartered Financial Analyst (CFA) Level I, II, and III exams passed, CFA Institute Certificate in ESG Investing, and a Quantitative Analyst with R certificate from DataCamp. Mauricio also holds the CFP® designation from the CFP Board and has completed the Bloomberg Market Concepts (BMC) certification from Bloomberg LP.
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The Mather Group, LLC
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice. TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees. What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever. Our services include: • Financial planning • Retirement planning • Tax planning • Estate planning • Investment management The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.