Broker Check
Sebastian F. Banchs, AIF® BFA®

Sebastian F. Banchs, AIF® BFA®

Wealth Manager

Professional Mission Statement

To provide honest, objective advice based on the financial needs most important to you.

Trust is what my clients offer to me as a result of my efforts to focus first on their questions, their situations, and their needs and goals.

I treat every client as I would want that client to treat me.

Specialties

  • Investments
  • Retirement Planning IRA/401k
  • Annuities
  • Life Insurance
  • Long-term Care Insurance
  • College Funding Strategies
  • 529 College Savings Plans
  • Estate Conservation
  • Charitable Giving

Qualifications

  • Boston University Graduate with a double BS in Economics and International Relations with a concentration in International Business.
  • Florida Life, Health & Variable Annuity Insurance License #D085478
  • Fluent in Spanish & English

Personal

  • Member NAIFA, Miami Chapter
  • Member/Qualifier of the Million Dollar Round Table
  • Hobbies: Fitness, Tennis, Cooking
  • Resides in Miami, FL with wife Lauren and daughter Juliette