Felix Gumina, AIF®
Wealth Advisor
Felix offers clients over 30 years of experience as a wealth advisor, focusing on comprehensive strategies to maximize results as he seeks to meet or exceed his clients’ goals. As the Chief Investment Strategist for Apex, Felix leads our investment committee, focusing on building customized, tax-advantaged portfolios.
Felix holds FINRA Series 7, 24, 63, and 65 licenses. He also holds an Accredited Investment Fiduciary® Designation.
Felix graduated summa cum laude from Georgia State University with a Bachelor of Science degree. Prior to his career in financial services, Felix served 10 years in the United States Marine Corps where he spent time living and traveling across Europe and the Middle East. This experience not only broadened his horizons but also instilled a global perspective that influences his investment philosophy. Felix’s passion for investment began with his first purchase on October 1, 1987. Shortly thereafter, the market crashed on October 19, 1987. This infamous early experience was pivotal in shaping his lifelong dedication to investment strategies and portfolio protection.
Outside of work, Felix and his wife, Angie, enjoy traveling, cooking, biking, and reading. Felix is also an active member of a book club with Jeff and Barrett, which started in 2015. Together, this diverse group of seven has read over 94 books and counting.
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