Mauricio Alas, CFP®

Wealth Advisor

Contact Mauricio

Mauricio works with professionals and families to build and preserve wealth through a goals-focused approach. He partners with clients to understand their priorities and develop tailored financial strategies that support long-term objectives. Fluent in English and Spanish, he is committed to making quality financial guidance accessible to a broader community.
He brings experience from prior advisory roles, including work at a Denver-based RIA and Charles Schwab, where he worked directly with individuals and families to develop customized financial plans and support long-term decision-making. He earned a bachelor’s degree in business with an emphasis in Sport Management and holds the CERTIFIED FINANCIAL PLANNER™ designation.
His approach is practical, client-focused, and goal-oriented. Drawing from his experience coaching competitive youth soccer, he emphasizes understanding each client’s unique goals and building a clear plan to achieve them. He helps clients use their financial resources with intention and confidence.
Outside of work, Mauricio enjoys playing soccer and padel, traveling, and spending time outdoors. He values being part of the local community and supports small businesses in the areas where he lives and works.