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