Dario ZapataAIF®, CPFA Financial Advisor

Dario Zapata is a Financial Advisor with Orlando Wealth Management. While focusing his business on his clients’ individual financial objectives, Dario believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Dario apart.

Dario is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, He is able to gain a comprehensive understanding of your needs and goals. Dario works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.

Dario is a Registered Representative holding his Series 7 and Series 66 security licenses and is licensed with the State of Florida in Life, Health and Variable Annuity Insurance. He is also registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative with Raymond James. He holds the designation of Accredited Investment Fiduciary® and is a Certified Plan Fiduciary Advisor.

A native of Ocala, FL, Dario graduated from The University of Central Florida with a Finance Degree. When not working, Dario enjoys Playing Soccer, Flying, and Spending time with his family. Dario joined Orlando Wealth Management Raymond James in 2016. Previous to that he was in the Banking Industry for Four Years.

I’m Bilingual English/Spanish.