A 1st generation Floridian, I was born and raised in Tampa, Florida from Peruvian descent. I graduated from Jesuit High School (Tampa) in 2004 and earned my degree in Finance and Business Administration from Florida International University.
My career in finance started in Banking and in 2013 I transitioned to Financial Advising as I wanted to provide additional services to my clients.
Over the years, I have had success working with young families and professionals; structuring a financial plan that gives them the most control over their personal and financial goals. Our planning process and strategies help clients avoid the financial pitfalls that can wreak havoc on their goals for the future. When executed correctly, clients have a clear pathway for making decisions. This includes a plan for saving money over the course of their lives and helping them realize their full financial potential. As a result, they can work towards living happier and healthier lives with, and for, their families.
I speak and teach on financial topics at Universities, Medical Residency Programs, and Association groups across the United States. I am bilingual in Spanish as well.
Outside of work, I enjoy spending time with family and friends, playing golf, cooking, and traveling.