Mario B. Sena Wealth Advisor

Mario B. Sena Wealth Advisor

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I am dedicated to creating holistic financial plans focusing on tax-free income for life.

Specialize in NUA(net unrealized appreciation) rules and "mega" Roth conversion strategies.

07/02/2024

One must become the orange man if one wishes to defeat the orange man.

Photos from Mario B. Sena Wealth Advisor's post 01/17/2023

Getting ready for our Estate Planning workshop. Revere is always a great venue.

Photos from Mario B. Sena Wealth Advisor's post 11/23/2022

Our client appreciation pie giveaway was a huge hit. Almost 200 pies total.

How Much Do I Need to Save to Retire? 11/10/2022

How Much Do I Need to Save to Retire? Knowing how much you need to save based on how old you are now can start you on the path to help you reach your retirement goals. There are a few simple formulas that you can use to come up with the numbers.

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Location

Address


2520 Street Rose Pkwy, Suite 313
Henderson, NV

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm