420 Lexington Avenue Suite 2510
New York, NY 10170-2199
Clients choose to work with me because of my expertise and specialization. As a dedicated holistic financial planner, my focus is on planning design and implementation*. This concentration allows me to offer customized and creative plan strategies to help clients grow their assets and protect their loved ones. I enjoy working together with my clients to help them make informed decisions that maximize the potential of their financial life through financial planning process.
* Please note that you can implement your financial plan at the financial institution of your choice.
I take a collaborative and comprehensive approach to financial planning, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online.
If you ever have questions about your plan or about specific financial products, connect with me today. I will set up a time to meet with you (in person or via zoom) to review your needs and address any questions you may have.
I am licensed to sell insurance in FL, NJ, NY, CT, PA and SC and securities in New York, New Jersey and Texas. I am a registered representative offering securities through MML Investor Services, LLC, member SIPC (www.sipc.org). Supervisory address 420 Lexington Avenue, Suite 2510, New York, NY 10170. (212)578-0300
The City College of New York - Economics
Hiking, Shooting, Formula 1 Racing, Beaches
Affiliations & Memberships
MDRT, Society 1851
Volunteer Board - Counseling in Schools
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Julio’s Licenses and Disclosures