Felix Serrano, JD, CFP®, AIF®
Felix Serrano is President, CEO, and Wealth Advisor at Guidelight Financial. Felix works with corporate executives and business owners and sees himself as a counselor and friend to his clients. Felix is passionate about building strong relationships and takes a holistic approach to financial planning and wealth management.
Felix earned his Juris Doctor Degree from Quinnipiac University School of Law. Before co-founding Guidelight Financial, he worked at Merrill Lynch’s Rockefeller Center Complex in New York City. He holds designations as a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary® (AIF®).
Felix enjoys running and professional sporting events. In fact, Felix and Steve have a shared goal to attend a major league baseball game at every major league park! They have already checked several off their list.
Felix, his wife, and two sons live in Norwalk, CT where he served as Chairman of the Norwalk Redevelopment Agency. He has also been vice president of the Board of the Puerto Rican Family Foundation and was a Merrill Lynch liaison to the Hispanic National Bar Association and currently serves on the board of the Greater Norwalk Chamber of Commerce.