Values

Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:

Fiduciary Responsibility

As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.

Engaged Partnership

As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.

Complete Transparency

We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.

Professional Execution

Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.

Team

Helping Create Successful Outcomes Through Market Cycles

Wealth Team

Alfredo Atencio

Founder, President

Alfredo “Fred” Atencio is the founder of Envision Wealth and a seasoned Financial Advisor with over 7 years of experience. Fred has his Series 65 license and SIE certification and is passionate about guiding clients toward their financial goals with tailored strategies that prioritize growth, protection, and tax efficiency. Committed to empowering businesses, individuals, and families, Fred believes in turning financial dreams into reality—one strategy at a time.

When he’s not immersed in financial strategies, Fred enjoys beach walks with his wife, attending church services, and making cherished memories with his two daughters, Daniela and Isabela, and his two sons, Andres and Alfredo.