6263 North Scottsdale Rd Suite 140
Scottsdale, AZ 85250
I was born in Querétaro, México and raised in Phoenix, AZ, making me not only bilingual but more importantly bicultural. With a strong understating behind both the American and Hispanic cultures, I can connect with both sides when it comes to values, traditions, beliefs and their decision-making process.
Knowledge is the key to a successful financial future. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
Arizona State University, W. P. Carey School of Business (2010-2014)
Satying active & enjoying the AZ sun
- Insurance Strategies
- Investment Strategies
- Retirement Strategies
- Business Succession Planning
- Risk Management Strategies
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Oscar’s Licenses and Disclosures