For over thirty-five years, I have assisted individuals in the pursuit of their financial goals and wealth accumulation objectives. My extensive experience encompasses strategies in public and private markets. I am dedicated to my profession and derive satisfaction from facilitating clients' achievements and enhancing their financial confidence.
I hold a Bachelor of Arts in Interdisciplinary Studies with concentrations in Economics and Healthcare, and a minor in Legal Studies from the University of Central Florida. I have also earned the CERTIFIED FINANCIAL PLANNER™ designation, conferred by the CFP Board of Standards Inc., following the completion of graduate studies at Florida State University. Additionally, I have fulfilled the educational and examination requirements for the Certified Medical Planner® designation, augmenting my expertise in the specialized needs of the medical sector (CMP®).
I was honored with the Presidential Recognition Award for "Advancing Quality Advice" from American Express Financial Advisors Inc.
I have devoted over four decades to professional endeavors and raising my family. I am fluent in both English and Spanish. I am the father of two adult children, who have established careers as a Dentist and a Physician Assistant respectively, and I have been married to my wife for over 38 years. In my leisure time, I enjoy familial activities, travel, golf, cycling, pickleball, and chess.
Community Involvement: I am committed to civic engagement and am currently serving my second term on the foundation boards for Joe DiMaggio Children's Hospital and Memorial Health Care, where I contribute to philanthropic initiatives and support the foundation through service on the Investment committees. Previously, I have supported organizations such as the Marti Huizenga Boys and Girls Club, Greater Hollywood YMCA Family Center, Hispanic Unity of Florida, Mobile Pantry, Big Brother and Big Sisters, the National Association of Hispanic Real Estate Professionals (NAHREP), and the Hispanic Wealth Initiative.