Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Life, Health and Variable Insurance License AR #16482363

Education

  • Bachelor’s degree in Economic and Marketing, University of Puerto Rico - 2006

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Financial Planning Association

Certified Financial Planner Board of Standards

Interests

I was born in Puerto Rico and moved to Florida in 2018. My husband Antonio and I live in Lake Nona with our two children, Anelisse and Sergio. I enjoy spending my free time outdoors, playing tennis, cycling and traveling with my family. On the weekend we like to visit a local restaurant, spend time with family and enjoy our time together.