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We are closed for relocation December 5, 2024, to January 1, 2025. Our team looks forward to serving you from our new location in January!

Emergent Financial Services, LLC.

Emergent Financial Services, LLC.
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Financial AdvisorChamber Minority Business Alliance (MBA)

About Us

Emergent Financial Services is a Hispanic-owned firm that brings together a wealth of experience in the financial industry to help institutions and individuals attain their financial goals.

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Emergent Financial Services
Alex Urpi, CFA(R), CEO and Investment Advisor
Xavier Urpi, Chief Investment Officer and Investment Advisor
Nickolas Urpi, CMO and Research Partner

Rep/Contact Info

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Alex Urpi
CEO & Investment Advisor