Mario Zumbo
Preserve Private Wealth
Chevy Chase,
Maryland
Contact
How to contact
mario@preserveprivatewealth.com or 410-274-1410
Professional Profile
Call Me When
You have a business owner or entrepreneur who needs a comprehensive wealth advisor to quarterback their financial life before, during or after a liquidity event.
Professions
Wealth Manager
Functional Expertise
Estate planning
Family business
Fiduciary
Finance
Investments
Philanthropy
Private equity
Private placements
Real estate
Retirement
Risk management
Trusts
Exit/Transition Planning
Professional Certification
Certified Financial Planner (CFP) & Certified Exit Planning Advisor (CEPA)
Transition Planning Certification or Methodology
CEPA
Client Industries
Computer/Electronics
Consumer Services
Education
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
I help quarterback the lives of entrepreneur and business owner clients to reduce financial stress, mitigate taxes, implement customized portfolios and ultimately provide peace of mind.
Chapter information
Membership
DC Metro Individual
Member since
Member for 7 months
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2025 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2025 XPX Global LLC. All Rights Reserved.