Welcome to my home on the web!
My financial advisory practice services private clients in both English and Spanish. I provide clients with professional holistic planning in order to ensure they can continue to grow and preserve their wealth, while preventing tax erosion to better protect themselves and their families.
**COVID-19 update**
Please note, I am still open for business and happy to help you with your short- and long-term financial planning needs; however, while I am open for business, it is not business as usual. For the foreseeable future, I will be conducting all meetings remotely via phone and/or video calls. Please feel free to reach out with any questions or concerns you may have in these difficult times!
**COVID-19 update**
Please note, I am still open for business and happy to help you with your short- and long-term financial planning needs; however, while I am open for business, it is not business as usual. For the foreseeable future, I will be conducting all meetings remotely via phone and/or video calls. Please feel free to reach out with any questions or concerns you may have in these difficult times!
"Don't just dream your dreams - live them."