6625 Miami Lakes Drive,
My reasons for becoming a financial professional are deeply personal. As a young child, I saw personal sacrifices that my parents made in order to bring me to a country that would allow me the opportunity to prosper through hard-work. However, they were underserved by financial professionals due to the lack of Hispanic representation in the financial professional community (currently only 2.5% of all Certified Financial Planners are Hispanic). My parents repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. Therefore they did "ok" for themselves but could have done so much better with the proper guidance. They knew how to make a good income as entrepreneurs, but didn't know how to make sense of an overall financial picture. It was difficult for them to make the right decisions regarding investments, insurance, college planning, debt, real estate, estate planning, retirement planning, tax planning, and so much more.
Now as a husband and father, I pride myself in speaking openly about financial literacy with my wife and kids. As a Certified Financial Planner, I am confident that we can help people better prepare for their present and future. At our firm, we have our clients—and only our clients—in mind. Our clients are typically successful professionals, entrepreneurs, and retirees. People that tend to be experts in their field, but desire an experienced partner to help guide them financially. Maximizing their financial situations and helping them avoid huge mistakes. After many years in the business, we have developed a reputation for educating those already successful clients, in an easy-to-understand, time-saving manner so they can spend time with those they love and doing the things they desire.
Over the years, we have found that people desire to have someone in their corner that they can trust. Someone that knows them, their family, their businesses, their fears, their goals. Someone they can speak with openly about any subject and not feel judged or uncomfortable. Someone they feel confident in asking questions that are weighing on their minds. Someone to help them maneuver through a complex financial-services world. Someone whom always has their best interest in mind. Someone that will tell them what they "need" to hear rather than what they "want" to hear. Someone that respects differences of opinions.
We invite you to meet with us and see if we are the right partner to embark on this journey with you. You determine where the destination is, we will do our best to guide you every step of the way.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, while also addressing your fears and potential roadblocks.
Intern - Pre-Licensing
Administrative Assistant & Client Experience Associate
Certified Financial Planner® Professional & Senior Wealth Advisor
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.