I have achieved the "Certified Financial Planner"ä (CFP) designation. This means that I have undergone the stringent requirement set forth by the CFP Board of Standards, through training and testing, to ensure the highest ethical and consumer protection standards. I have obtained the CFP designation after completing a two-year, comprehensive study program in Personal Financial Planning at the University of Miami.
I also hold a Life, Health & Annuities and securities license, which allows me to conduct financial business and transactions.
I am a Military & Family Life Consultant, having achieved the Personal Financial Counselor designation from the U.S. Military. I have extensive background in Private Banking and Wealth Management. All of this will allow me to provide my clients with the comprehensive financial advice and planning they require, customized to each individual particular necessities, ranging in many facets of life's journey. This process will begin with a clear understanding between both parties and executed once all the clients goals have been discussed and agreed to.
I am a member of the Financial Planning Association, Miami-Dade Chapter and an active volunteer and speaker for the Community Outreach Program as well as part of the Advisory Committee for the CFP clinic held in Miami in 2008.
In addition, I write financial articles to several entities. i.e. www.lifetuner.org. , Nuevo Latino Movement, and the media: CBS4 Miami ,The Miami Herald and
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In sum, I am a qualified, committed and involved financial planner with deep ties to the Miami-Dade community. I continue to believe in hard work, honesty and loyalty to my profession and especially to those who come to me and place their financial well being in my hands. I strive to give a portion of my knowledge to all those who need it.