Nandy Serrano, CEO and Founder of both Diamond Private Wealth Group and, currently, Clubhouse Private Wealth, has undergone an incredibly successful career in financial planning. Raising two huge-scale companies from nothing to the forefront of the wealth management industry across the last decade, Serrano has worked to achieve the utmost holistic and comprehensive consulting process.
Serrano initially founded Diamond Private Wealth Group in 2002, using the knowledge he accumulated over the previous six years as a financial planner at Allmerica Financial to drive the success of his service across the business community and families in South Florida. Predicated on his prior success, Serrano would later develop his second substantial venture in 2014 with Clubhouse Private Wealth, a company focused on providing exceptional client service while at the same time leveraging deep financial experience across a wide range of disciplines within the industry.
Held to the highest fiduciary standard while providing a comprehensive approach to managing their client’s wealth, under Serrano’s leadership, Clubhouse Private Wealth has innovated to create a range of new solutions that range from traditional investment and insurance plans to complex family office strategies.
Accumulating experience from his myriad ventures, Nandy has worked across a wide range of disciplines within the financial services industry. His exceptional client service and expertise in wealth management, investment, and insurance have earned him a reputation for delivering outstanding results.
Nandy’s deep financial experience has allowed him to witness the evolution of the industry over the years. He has seen how technology and innovation have transformed the way financial services are delivered and has adapted his strategies to stay ahead of the curve. His insights and knowledge of the industry make him a valuable asset to any organization or individual seeking guidance in navigating the complex world of finance.
With a deep understanding of the financial landscape and a wealth of experience under his belt, we at Genesis Business Humanity Club are proud to recognize Serrano as a member of the board and an esteemed honoree of the organization. We cannot wait to incorporate Serrano into our plans of delivering aid to those in need in Israel.
Nandy Serrano’s exceptional client service and pioneering approach to wealth management at Clubhouse Private Wealth have truly set him apart in the industry. At the Genesis Club, we are excited to continue working with someone wizened by deep financial experience across a wide range of disciplines.
