Gustavo J. Vega, CFP®, ChFC®, APMA® CERTIFIED FINANCIAL PLANNER™ Co-Founder, WealthEngage firstname.lastname@example.org LinkedIn As co-founder and chief planning officer of WealthEngage, Gus helps orchestrate the holistic planning and investment strategy for the firm. He is a CERTIFIED FINANCIAL PLANNER™ practitioner who holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. In addition to financial planning, CFP® professionals complete a rigorous and comprehensive program that also covers tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Gus adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. In addition, Gus also holds the professional designations of Chartered Financial Consultant® and Accredited Portfolio Management AdvisorSM. Before establishing WealthEngage, Gus was a private wealth advisor at Ameriprise Financial for 18 years. He earned a bachelor’s degree in finance from Florida International University. Gus was first attracted to the markets while in college, but his first experience in the financial services industry came as an intern at a large insurance firm and then at a large brokerage house. “My impression at both firms was that the people primarily recommended and sold whatever products their respective firm specialized in. This is common throughout the financial services industry. I believe it is important to be able to make recommendations to clients without having a bias. That’s why I founded WealthEngage with Eddy Augsten. It is a firm that values transparency and has a client-first culture. That makes a tremendous difference,” said Gus. Gus is a member of the Financial Planning Association and the Knights of Columbus, a founding member and secretary of L.I.V.E. (Lead Innovate Volunteer Empower) a member of the University of Miami Citizens Board, and a mentor for the University of Miami mentorship program. Gus is a native of Miami, where he lives today with his wife, Raquel, and children, Gaby, Gus and Dani. In his free time, he enjoys playing golf and organizing golf trips for friends and charity. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.