Helping you every step of the way
 

It begins with a conversation to assess your financial situation and objectives. I will work to help you:

Define your goals, like saving for retirement or funding a child's education.

Manage your risk, determining how insurance protects you and your family.

Review your portfolio allocation and define an action plan for your lifestyle needs.

Stay on track with periodic one-on-one reviews and adjustments to your plan along the way.

I can provide:

  • Financial planning
  • Retirement, and estate planning strategies
  • Life insurance and Long Term care
  • Annuities
  • Mutual funds and asset management
  • College expense planning
  • Business planning

I have been a Financial Advisor since 2001 working with individuals and businesses and am a    CERTIFIED FINANCIAL PLANNERTM professional.  My experience and credentials can help me point you in the right direction. If any of my services seem appropriate I will assist you in getting started in a manner that makes you feel most comfortable.

Call me on my mobile @ 787-594-9659, contact my office or schedule an appointment online for a complimentary Financial Analysis. There's no obligation. I look forward to meeting you. In the meantime, please explore my site. I'm sure you will find valuable information and resources.

Thank you for your visit.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.