Mariano Llosa is a wealth advisor in the Miami office at Octavia Wealth Advisors. His multicultural background and network make him an especially knowledgeable resource for international clients. Mariano excels at understanding both corporate and individual clients’ evolving needs. He helps these clients identify and manage long- and short-term risks and opportunities. By cultivating global connections and resources, Mariano strengthens his ability to help clients develop sound financial strategies for achieving their goals. He’s proudest of the many times when a working client relationship turns into a genuine long-term friendship.
Before joining Octavia in 2020, Mariano spent four years as a financial consultant at Midwest Financial Partners. For seven years prior to that, he was a vice president at Southern Trust Securities.
Mariano earned an International Baccalaureate® (IB) Diploma and went on to study economics at Universidad de Lima and the College of Central Florida. He also studied advanced corporate finance at the London School of Economics. Mariano serves as a director of the Peruvian American Chamber of Commerce. He is also a Board Member of the Red de Corazones, a non-for-profit organization helping children in need.
On the personal side
Mariano is married and has two golden retrievers. His wide-ranging interests include playing soccer, studying behavioral economics, exploring eastern philosophy, and enjoying music.