Maria elizabeth Lacasa
Investment adviser representative at Kaufman Rossin Wealth, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$506.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Integrity Alliance, LLCDec 2025 to now
- Kaufman Rossin Wealth, LLCApr 2025 to now
- Kaufman Rossin & Co.Apr 2025 to now
- Miami Dade CollegeMar 2021 to now
- Acp Securities LLCSep 2022 to Oct 2024
- Ifb Wealth Management, LLCSep 2022 to Oct 2024
- Mercantil CommercebankJan 2012 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Kaufman Rossin Wealth, LLC
$506.7MAssets managed
230Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5072231
- Firm CRD
- 301921