Author. Speaker. Financial Educator. Trusted Advisor.

Teaching America How Financial Confidence Is Built.

Director & Founder, BGS Capital Management

For more than 30 years, Mario Sicari has helped families, business owners, and financial professionals make better decisions with money. Through keynote presentations, continuing education, books, and personalized financial guidance, he helps people replace financial uncertainty with clarity, confidence, and long-term thinking.

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The art of building wealth, keeping it, and passing it on, explained for every generation.

30+
Years of Experience
Since 1994
$400M+
Assets Under Management at
BGS Capital Management
Cetera
Executive Council 2012–2021
Diamond Council 2022–2025
27
U.S. States
Licensed
2
Published
Books
NATIONAL
Speaker
The Difference

Financial Advice Changes Portfolios. Financial Education Changes Generations.

The biggest financial decisions most people will ever make aren't complicated because the math is difficult. They're complicated because nobody ever taught them how money actually works.

Every day, individuals, families, business owners, and professionals are forced to make decisions about investing, retirement, taxes, debt, inflation, estate planning, and legacy, often without the education to make those decisions confidently.

Mario believes financial literacy is one of the greatest gifts we can pass to the next generation.

That belief has shaped more than three decades of advising clients, teaching professionals, speaking to organizations, and writing books that simplify complex financial ideas into practical action.

Four Ways to Learn

Where Education Meets Action.

Speaking

Keynotes that help audiences understand today's financial challenges, economic shifts, and the decisions that create lasting financial confidence.

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Books

Practical financial education written for the generations building wealth in one of the most challenging economic environments in history.

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Continuing Education

Professional education programs for financial advisors, insurance professionals, CPA organizations, and business leaders focused on practical application and long-term client success.

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Personalized Wealth Guidance

Personalized wealth management designed to help individuals and families build, preserve, and transfer wealth across generations.

Work With Mario
Keynotes & Presentations

Speaking That People Remember Because They Use It the Next Day.

Mario doesn't deliver motivational speeches. He gives audiences practical frameworks they can immediately apply to their financial lives and professional practices.

Whether speaking to financial professionals, CPA organizations, business leaders, universities, or community groups, every presentation focuses on making complex financial topics understandable, engaging, and actionable.

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Featured Topics

Financial Literacy for the Next Generation

The Great Wealth Transfer

Ignore the Noise: Long-Term Investing

Invest in Yourself

The Real Cost of Inflation

Building Better Financial Conversations

Financial Confidence in an AI World

New
From the Author

Books That Continue the Conversation.

The Art of Creating Wealth by Mario V. Sicari book cover
Available Now

The Art of Creating Wealth

A practical guide for Millennials, Gen X, and Gen Z navigating investing, credit, inflation, and financial decision-making in an increasingly complicated world.

Learn More
The Art of Preserving Wealth by Mario V. Sicari book cover
Available Now

The Art of Preserving Wealth

A guide for pre & post retirees and Baby Boomers: managing risk, creating sustainable income, minimizing taxes, planning for healthcare expenses, and preserving assets for future generations.

Learn More
The Journey

More Than Advice. A Lifetime of Financial Education.

1994

Began helping families navigate financial decisions.

Founded BGS Capital Management.

Developed continuing education programs for financial professionals.

Presented to CPA organizations and insurance professionals across New Jersey.

Recognized nationally through Cetera leadership conferences.

Published The Art of Creating Wealth.

Published The Art of Preserving Wealth.

Today

Continuing the mission of helping every generation make better financial decisions.

Credibility, Earned

Trusted by Families. Invited by Professionals.

From continuing education classrooms to national conference stages, Mario is the educator organizations invite back, year after year.

CPA Associations
Continuing Education Programs
Insurance Professional Organizations
Financial Advisor Conferences
Leadership Events
Business Organizations
Universities & Financial Literacy Programs
The Mission

Money Is Personal. The Guidance Should Be Too.

Whether you're building wealth for the first time, preparing for retirement, growing a business, or thinking about the legacy you'll leave behind, the decisions you make today shape opportunities for generations to come.

Mario's mission has never been simply to manage investments. It's to help people understand them.

Because informed decisions create stronger families, stronger businesses, and stronger communities.

Start Here

Better Financial Decisions Start With Better Conversations.

Whether you're planning a conference, looking for a keynote speaker, searching for a trusted financial advisor, or simply ready to think differently about money... let's start the conversation.

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