Mario Echevarria, CFP®

Mario strives to help individuals and families reach their long-term wealth goals and recognizes the importance of a team-based approach when it comes to holistic financial planning. Working in close collaboration with his clients’ accountants, attorneys, and other professional advisers, he has guided individuals and families through the many life transitions that influence their financial objectives. Mario has extensive experience working with high-net-worth individuals on various complex financial planning items from executive compensation strategies, tax and estate planning tactics, cash flow maximization and institutional/philanthropic foundations.

Mario is a Chicago native and transitioned to Strategic Retirement Partners (SRP) as a WELLth Advisor in September 2020. Mario’s experience with financial planning, investment management and client service set a critical foundation for the success of SRP WELLth.

Mario serves on the WELLth Investment Committee where he actively helps tailor and design client portfolios. He plays a key role within the WELLth Advisory Board which focuses on the long-term development of WELLth so that the team can better help our clients make informed financial decisions to successfully enjoy their financial independence.

Mario holds a BS in Financial Planning from The University of Illinois at Champaign-Urbana and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2017. He is a CFA Level II candidate and serves as a professional board member for PAWS Chicago, an organization committed to helping homeless pets.

Outside of work Mario is an avid bourbon collector and connoisseur as well as a coffee fanatic. His mother, a chef, passed along a passion for cooking. You just may find him in the kitchen making pasta from scratch! Mario lives in the Lincoln Park neighborhood of Chicago with his dog, Heffner.