Independent Wealth Advisor
Born and raised in Medellin, Colombia, my family and I immigrated to Miami in 1998 when I was just 12 years old. Seven years later, I made the move to Brevard County and have called it home ever since. Together, my beautiful wife, Kerry, and I have four wonderful children whom we are raising with our great passion for family, church, and God.
Professionally, I have 15 years of experience in the Financial Services industry helping clients organize their financial life through my Comprehensive Financial Planning process. With all my clients, their success is more than just a goal; it is one of my greatest joys. I’m currently based in Rockledge, Florida, a location that provides the perfect central location along the Space Coast.
No matter your financial situation, my Comprehensive Financial Planning process prioritizes your financial goals to implement optimal planning strategies giving you detailed steps to achieve these short-term, intermediate, and long-term financial objectives. You can expect to experience peace of mind and comfort knowing that your sacrifices will lead to success. Using this process, I have helped clients with a variety of financial objectives, from saving for retirement and managing multigenerational wealth to planning charitable giving.
If you have any doubts about your financial future or want to learn more about the benefits of partnering with me and my team, contact my office today. I’d love to help you achieve financial success.