Yago Samperio, CFA®, CFP®
Designations and Licenses
Yago holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Yago provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, Yago was a private client advisor with JP Morgan. There, he delivered a holistic approach to client needs by providing goals-based analysis while offering suitable and personalized investment solutions. Before that, he worked for Charles Schwab as an associate financial consultant, collaborating with financial consultants to create, maintain and implement business plans designed to identify revenue growth opportunities for new and existing clients.
Yago has an associate’s degree and a bachelor’s degree in economics from Universidad Complutense de Madrid.
Away from the office, Yago enjoys working out and spending time with his wife and daughter. He loves reading, learning new things, music, traveling and food.