BUSINESS PHILOSOPHY

 

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

QUALIFICATIONS

• Licensed to sell Life & Health Insurance in FL, NY, NC, TX
• Registered to offer securities products in FL, NY
• CERTIFIED FINANCIAL PLANNER TM, CFP Certificant
• Charter Financial Consultant, ChFC® Designee

 

PERSONAL

• Resident of Florida since 1994
• Family: Married to Carolina, Kids: Fernando, Matias and Alejandro
• Hobbies: Soccer, Tennis and Surfing

 

ORGANIZATIONS

• Member of Ecuadorian American Chamber of Commerce.
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Local firms are sales offices of Massachusetts Mutual Life of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Jose Velasco is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC www.sipc.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800