Mauricio J.M. Santos, CSRIC®, AIF®, CRPS®
Wealth Advisor / Regional Director / CA Insurance License #0F70313
Mauricio JM. Santos, CSRIC®,CRPS®, AIF®
Mauricio JM. Santos is a Wealth Advisor, OSJ, and Regional Director for the Pacific Region — overseeing the Hawaii and San Diego branches of Cetera Wealth Services, LLC.
He is also founder and CEO of Latitude Wealth Management, LLC, an independent wealth management boutique offering investment advice to individuals, families, and small-business owners focused on wealth creation, protection, and legacy strategies.
Born and raised in Brazil, Mauricio brings a genuinely global perspective to his work — shaped first by five years as a business advisor with Brazil's small-business development agency, then by 21 years guiding clients through the U.S. financial system. That combination gives him a practical, ground-level understanding of what it actually takes to build a business and protect what it creates.
Mauricio holds a bachelor's degree in Business Administration with a specialization in Business Advisory from the University of São Paulo, and began his U.S. career at John Hancock (2005–2009) in sales management and compliance.
As a wealth advisor, Mauricio's primary responsibility is simple: to help clients navigate safely through the different phases of their financial journey, with clear, disciplined guidance at every step.
Disclosures:
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.