Sergio De La Torre Joins Behavioral Wealth Management Firm GV Financial Advisors

Share Article

Former Fidelity VP cites GV's Behavioral Wealth Management model as a key factor for the move; brings a decade of experience and numerous accolades to GV's team of Senior Financial Advisors

Former Fidelity VP Sergio De La Torre joins Atlanta's GV Financial Advisors

Sergio De La Torre of GV Financial Advisors

The financial industry pays far too little attention to the critical hard-wired human behaviors that affect financial planning, communication and decision-making. GV's scientifically-based process is designed to help clients create extraordinary lives.

GV Financial Advisors, the Behavioral Wealth Management firm in Atlanta, GA, the Atlanta-based Behavioral Wealth Management firm that is rapidly adding new talent, is pleased to announce that Sergio De La Torre has joined the firm as a Senior Financial Advisor.

De La Torre spent the last decade with Fidelity Investments, most recently as a VP/Senior Financial Consultant in Fidelity’s Private Client Group serving primarily high net worth clients. During his tenure at Fidelity, Sergio earned numerous prestigious accolades: the Fidelity Achievement Award (8x recipient), Fidelity’s Excellence in Action Award (3x recipient), and graduated from Fidelity’s Brand Leadership Development Program, a nationwide program limited to 20 nominees, and the Practice Management Institute.

Sergio moved from Fidelity thanks to GV’s new model, Behavioral Wealth Management.

“The financial industry pays far too little attention to the critical hard-wired human behaviors that affect financial planning, communication, and decisions,” he explains. “GV does far more than pay attention; I believe GV is the first firm to incorporate the psychology and science of Behavioral Economics & Behavioral Finance to create Behavioral Wealth Management. I'm thrilled that working with GV can help me make a meaningful difference for my clients and their families."

“Sergio is a great fit with our clients, wealth management model and culture,” says Gary Whitehurst, GV’s Executive VP. “His experience, enthusiasm, mastery of financial planning, and investment acumen resonate with clients & inspire confidence. We're thrilled that he has joined our talented team.”

De La Torre holds numerous FINRA® and insurance licenses. A former competitive soccer player and passionate Crossfit athlete, he lives in Roswell with his wife Angelica, daughter Samantha and two dogs. Contact him here.

ABOUT GV FINANCIAL ADVISORS

GV has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics & Behavioral Finance to create a new paradigm, Behavioral Wealth Management. Established in 1991, GV is one of Atlanta's leading RIAs with $1.125 billion in assets under management as of 12/31/15. Over the years, GV & team have earned spots (as measured by assets under management) on Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. RIAs, Financial Advisor’s U.S. RIA Ranking, & the Financial Times 300. Their writings have appeared in The New York Times, The Wall Street Journal and The Huffington Post.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Gary Whitehurst

Sergio De La Torre
GV Financial Advisors
since: 03/2014
Like >
GV Financial Advisors

Follow us on
Visit website