I help individuals, families, small business reach their financial goals by providing financial advise based on 30 years of industry experience creating realistic and detailed financial plans. I am deeply committed to my client's financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.
As a financial advisor, I want to share my passion for sharing my knowledge and experience to improve my client's lives. I entered into the field to satisfy my curiosity about Wall Street and the stock market, and all these years experiencing different and unique markets cycles, investments solutions, have given me a unique perspective to help clients.
In my spare time, I enjoy traveling, cooking, going to the beach, listening to music and sharing with family and friend.
DISCLOSURES
Securities and advisory services are offered through Santander Investment Services, a
division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer,
Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org) and a Registered Investment
Adviser. Insurance is offered through Santander Securities LLC or its affiliates.
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT INSURED BY ANY
FEDERAL GOVERNMENT AGENCY | NOT A BANK DEPOSIT
This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. See below for your current disclosure in this section:
No offers may be made or accepted from any resident outside these states due to various
state requirements and registration requirements regarding investment products and
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