Direct Phone: 787-431-4996
Direct Fax: 608-236-8857
Located in: Guaynabo, PR
Covers: Puerto Rico
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One of my main goals is to make your money work for you by creating a simplified financial roadmap.
I help individuals and families at PenFed Credit Union in Puerto Rico reach their financial goals by creating realistic and detailed financial plans. I am deeply committed to provide excellent service that will improve my client's lives by providing the right path for their unique circumstances.
I have been in the Financial Industry since 2007, and helped many individuals accomplish their goals. My services include, but are not limited to: Retirement Services, Wealth Management, Insurance & Estate goals, Lifetime Income Strategies and College Funding.
I am FINRA registered , Life, Health & Annuity Licensed.
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
Schedule a one-on-one appointment with me to discuss retirement, saving and investing.
*PenFed Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
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