My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I can provide comprehensive financial strategies and/or focus on one specific area of need.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.
Education
Universidade Federal do Rio de Janeiro (1995-2000)
Hobbies
Music, Travel, Movies
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Languages: English, Portuguese, Spanish
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Retirement Strategies, College Funding Strategies, Estate Planning