Preserve Private Wealth (PPW) was founded by Mario A. Zumbo, CFP®, CEPA® in February of 2023. Mario’s passion for entrepreneurship, real estate, and helping others was sparked at a very young age by his grandfather, a small business owner for over 50 years. His entrepreneurial drive has always been balanced by the intellectual curiosity instilled in him by his father, a lifelong professor. Mario spent the first five years of his career in consulting before he found his true calling in wealth management. Being an advisor brings together his professional passions—the markets, investing, financial planning, and real estate—with what he does best: being a good listener, building meaningful relationships, and offering thoughtful, trusted advice.  After more than a decade at some of the world’s leading financial institutions—Charles Schwab, Fidelity Investments, and Goldman Sachs—he founded PPW to build the kind of firm he'd be proud to refer a loved one to—and where he'd personally want to be a client. Today, Mario leads a team of dedicated professionals and partners from various domains – investment research, lawyers, insurance specialists, CPAs, and more – who share in his mission of making wealth management uniquely tailored to meet the needs of today’s high-net-worth families.