With 10+ years of experience in financial services, I am an expert in helping clients to plan now, so they won’t have to worry about it later.
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Experience
8 years
Education
Ave Maria University
Language
English and Spanish
Location
Fort Lauderdale, Florida
Typical Size Account
$500k
Typical AUM
$1.25M
Pricing
AUM
Client Types
Business Owners
Immigrants
Pre-retirees
Ancillary Services
Portfolio Management
Family Wealth
Retirement Planning (IRAs & 401ks)
