Maria Elizabeth Lacasa

Employer firm

Kaufman Rossin Wealth, LLC CRD 301921

$507M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 09/2022
  Mercantil Commercebank
  Coral Gables, FL
• 09/2022 → 10/2024
  Ifb Wealth Management, Llc
  Miami, FL
• 09/2022 → 10/2024
  Acp Securities Llc
  Brickell, FL
• 04/2025 → Present
  Kaufman Rossin Wealth, Llc
  Miami, FL
• 04/2025 → Present
  Kaufman Rossin & Co.
  Miami, FL
• 03/2021 → Present
  Miami Dade College
  Miami, FL
• 12/2025 → Present
  Integrity Alliance, Llc
  Miami, FL

Previous Registrations

• 2022-09-23 → 2024-10-18
  Ifb Wealth Management Llc
  Miami, FL
• 2008-04-23 → 2022-09-09
  Amerant Investments, Inc.
  Coral Gables, FL

Other Businesses

1) Miami Dade College; not-investment related; 627 SW 27 Ave Miami, FL 33135; College/Education; Adjunct professor; 03/20/2021; 24 hours per month, 6 hours during security hours; Teaches basic finance knowledge, compensated hourly 2) Kaufman Rossin Wealth.; Yes; 3310 Mary St, Suite 501 Miami, FL 33133; Senior Wealth Advisor; Employee; 04/14/2025; 50 hours per month; 10 hours during security hours; financial planning

Exams

• S66 Uniform Combined State Law Examination
  2006-08-25

Designations

• Certified Financial Planner

Other Names

• Maria Elizabeth Cognigni