500 S. Dixie Highway, Suite 200 |Coral Gables, FL 33146
305 222-0977 Office | 305 668-0199 Fax
Mobile: 786 210-7512
Email: [email protected]
Investments – Retirement – Insurance
I am first generation U.S. born in Gainesville, FL to Cuban Immigrants. Graduated Honors from Florida Tech, and achieved high honors at University of Miami’s Executive MBA program.
- Order of Malta
- 4th Degree Knight of Columbus
- Pink Sirens Sports
- Pro bono Financial Planning
Helping families manage financial wellness is a lifelong career passion. Navigating clients through their goals, needs, wants and objectives is an ongoing endeavor that is extremely unique to each person. By focusing on seeking to build and preserve their hard-earned portfolios, I develop strategies that help clients gain confidence in their financial future.
As a wealth management advisor for over twenty years, I have been blessed with the trust to seek to build and preserve my clients’ economic stability.
As a CERTIFIED FINANCIAL PLANNER™ Professional I have learned that it is equally important to understand the qualitative aspects of one’s life as the quantitative position. By breaking down the steps in easy to understand investment strategies, clients can feel confident that I diligently watch over their investment needs, whether it be wealth creation, preservation, retirement income, or college savings.
Retirement planning is a vital concern on people’s minds. As a member of LPL Financial’s Retirement Planning Consulting Group, I work with businesses offering retirement plan assistance with an emphasis on finding suitable options and providing support for 401(k)s. I guide Business owners and entrepreneurs through the complicated retirement planning maze because it is equally important for them and their employees to feel confident in the retirement savings process. It is a joint effort and the ultimate reward is to help pursue a comfortable retirement.
Risk mitigation, or insurance needs, have become increasingly complex. Clients regularly ask me to provide an objective view. Whether it be life insurance or annuities, I am knowledgeable in uncovering savings in this area. In many instances, I have found that mitigation or income needs are well addressed. In either case, I am fortunate to be entrusted with the responsibility to review these important contracts to ensure they are reasonable and appropriate, providing confirmation my clients are on the right path towards financial wellness.
Lastly, I created Atlantic Family Wealth, LLC as the way to express my vision of how to serve the financial needs of our community. After a storied 17 year career with major New York based investment firms (Lehman Brothers, Morgan Stanley Private Wealth Management, and Merrill Lynch), I chose independence through LPL Financial’s platform. I love guiding people through an professional and objective approach to investing. I am free to work with clients in choosing appropriate strategies to diligently pursue their goals, objectives, and aspirations. Total client satisfaction and bringing financial confidence through investment portfolios is my lifelong ambition. I am blessed to serve many wonderful clients – both personal and corporate. In doing so, I strive to make a personal, positive influence in their lives.
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