Personal Details
Presentations
- All (3)
- Videos
- Photos (1)
- Slides (1)
- One sheet (1)
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Books & Articles (3)
Expertise (10)
Clients
ALPFA
Diversitas
eMoney
Investopedia
CFP Board
NAPFA
Financial Planning Association
Awards & certifications (3)
40 Under 40
InvestmentNews
2019
100 Top Financial Advisors
Investopedia
2022
10 Young Advisors to Watch
Financial Advisor Magazine
2019
Recommendations
Why choose me?
Spanish speaking, Latino, relatable with great ability to simplify complex financial planning topics