Felix Bartolomei

VP - Financial Advisor

  • Series 7, 63, and 66 licenses

  • Life, Health, and Variable Annuity licenses

  • MS Education, Hofstra University

  • BS Education, Long Island University

  • Registered to conduct Securities Business in the following states: DE, FL, IL, NC, SC

Felix Bartolomei. VP - Financial Advisor

Felix Bartolomei


Since 1998 Felix has been providing financial and retirement planning advice. His clients know that Felix will provide the highest level of objective and sound investment advice, helping them meet their current needs and to achieve long-term goals.


Originally from Zaragoza, Spain, Felix grew up between Puerto Rico and Central Florida. After spending the past 17 years in Puerto Rico, he is proud to call Central Florida home. Felix is a busy father of two and is heavily involved in his children’s after-school activities.

Make an Appointment

During this appointment, we will understand your wealth management needs. We will answer your general questions and provide the next steps that best fit your situation. We will determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors available through CUSO Financial Services, L.P.* is appropriate. A meeting may be scheduled at a date and time most convenient for you.