Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Life, Accident and Health - CT, NY, NJ, RI, LA, CA
  • Series 66 - Investment Advisor Representative

Education

  • University of South Alabama - Bachelors of Arts in Communications

Interests

I grew up in Santa Cruz, Bolivia and was recruited to play Division 1 tennis at the University of South Alabama on a full scholarship. Junior highlights include representing Bolivia at many international events including Wimbledon and the French Open.

My other interests include: golf, going to theater and museums, traveling and listening to music.

Community participation

Member of Grupo Crisol-Acuarela

Member of Greater Stamford Hispanic Chamber of Commerce

Professional associations

  • USTA-United States Tennis Association