Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Business Succession Planning, Risk Management Strategies, Financial Education
I was born in Querétaro, México and raised in Phoenix, AZ, making me not only bilingual but more importantly bicultural. With a strong understating behind both the American and Hispanic cultures, I can connect with both sides when it comes to values, traditions, beliefs and their decision-making process.
Knowledge is the key to a successful financial future. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
Check the background of this investment professional on FINRA's BrokerCheck
Arizona State University, W. P. Carey School of Business (2010-2014)
Satying active &
enjoying the AZ sun