ABOUT CLUBHOUSE
"We are not your average wealth management and consulting firm."
Nandy Serrano, CEO & Founder
Clubhouse Private Wealth is a boutique consulting firm, serving successful individuals, families, business owners, artists, entertainers and professional athletes. We have been offering family office and risk management consulting services in excess of 20 years. Our primary mission is to create customized, family office consulting strategies for our clients and provide exceptional service and personal attention. We excel at understanding our clients' personal and professional goals to then analyze and optimize their plan to the fullest in order to protect their most precious assets. Clubhouse Private Wealth recognizes each client's uniqueness and seeks solutions, leveraging our partnerships to reach their specific goals. We strive to be a "one-stop shop" for our clients.
We provide our clients with solutions that range from traditional investments and insurance plans to complex family office strategies. We believe a Team Approach is the best way to deliver comprehensive advice. We work closely with our clients' Team of Advisors to ensure coordination of activities. We hold ourselves to the highest fiduciary standard while providing a comprehensive and holistic approach to managing our clients wealth.
Alongside investments, business consulting services, and our Life After Sports program, we also offer the full line up of insurance solutions, such as health, life, home, auto, business, equine and more.
Clubhouse works with our clients to develop customized solutions that are in our clients' best interest and help them reach their individual goals.
So what are you waiting for? Contact a dedicated wealth advisor today! Because with Clubhouse Private Wealth, you win. Hablamos español.
EXECUTIVE TEAM
NANDY SERRANO
CEO & President
Director, Client Services
TONY ALBISTU JR.
The Clubhouse Private Wealth founder, Nandy Serrano, has over 22 years of experience in the financial services industry. Prior to running his Private Wealth firm, Clubhouse Private Wealth, as well as joining Z9 Capital. more
Tony has over 10 years of experience in a variety of roles, including financial services, HR, recruitment, accounting, tax advisory, and business consulting prior to working with Clubhouse Private Wealth more
Wealth Management Advisor
DANIEL HERRERA
Wealth Management Advisor
WILLIE MARTINEZ
Danny is prepared for all his clients' insurance needs. Danny is a licensed General Lines Agent, who holds the Florida License 220. He also holds the Florida License 215. Always having a passion for sports. more
He has loved and played baseball since his youth. He made his Major League debut in 2000 after signing as a pitcher with the Cleveland Indians. He would also play with the Minnesota Twins. more
Wealth Management Advisor
ALEXY HERNANDEZ
Vice President, Property & Casualty
ANDY KASTEN
Alexy love for baseball started at a very young age. He played baseball competitively throughout his youth and then had the opportunity to attend Florida Southern College in Lakeland, Florida. more
For the past 24 years I have been helping individuals and business owners with their insurance plans. Employee Benefits, Personal Lines Property and Casualty. more
Vice President,
Business Development
LUIS ALICEA
General Counsel
JASON S. WEISS
Luis Alicea is a former Major League Baseball player and coach, entrepreneur, and philanthropist. He played 13 seasons as a second baseman with Kansas City Royals, Texas Rangers. more
Jason concentrates his area of practice in commercial/business litigation, sports and entertainment and business transactions. more
DANIELA HERRERA
Law Clerk
Daniela is currently Doctor of Jurisprudence Candidate 2022 at Florida International University. She received her undergraduate degree in Political Science from FIU graduating Cum Laude. more
AMANDA MARINELLI
Real Estate Consultant
Born in Venezuela, Amanda has always had a passion for interior design and luxury homes. After moving to the United States to fulfill her dreams and give her family the chance to live the American dream. more