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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Financial Advisor
During my 14 years in the financial services industry, I've been advising investors on how to work with a structured financial plan that will help them achieve their short and long-term financial goals.
For me is important to establish a relationship with my clients based on trust and confidence. They need to know that I care about their concerns on their economic circumstances and, that together; we will analyze the situation and design a plan that best fits their wishes while taking into consideration their risk tolerance. Spite of the challenge given by the market fluctuations, is the Financial Advisor’s ability that will delineate the path to follow to minimize the impact it has on the clients' minds. This ability falls on the experience and on how well-prepared we are on taking any decision concerning our finances.
With my clients, I emphasize a custom design strategy in asset allocation, financial and retirement planning. I focus on individuals, retirees and corporations. I am FINRA registered and hold Series 7 and 66 securities licenses, as well as licenses for life, health, disability and variable annuities.
I enjoy outside activities such as: tennis, hiking, cycling and spending time with my family. I’m part of the Conservation Trust of Puerto Rico. My wife and I live in San Juan with our two sons. I take pleasure helping others, reason that took me to be part of the UBS Puerto Rico initiatives within our communities.
Education
Financial Advisor
During my 14 years in the financial services industry, I've been advising investors on how to work with a structured financial plan that will help them achieve their short and long-term financial goals.
For me is important to establish a relationship with my clients based on trust and confidence. They need to know that I care about their concerns on their economic circumstances and, that together; we will analyze the situation and design a plan that best fits their wishes while taking into consideration their risk tolerance. Spite of the challenge given by the market fluctuations, is the Financial Advisor’s ability that will delineate the path to follow to minimize the impact it has on the clients' minds. This ability falls on the experience and on how well-prepared we are on taking any decision concerning our finances.
With my clients, I emphasize a custom design strategy in asset allocation, financial and retirement planning. I focus on individuals, retirees and corporations. I am FINRA registered and hold Series 7 and 66 securities licenses, as well as licenses for life, health, disability and variable annuities.
I enjoy outside activities such as: tennis, hiking, cycling and spending time with my family. I’m part of the Conservation Trust of Puerto Rico. My wife and I live in San Juan with our two sons. I take pleasure helping others, reason that took me to be part of the UBS Puerto Rico initiatives within our communities.
Education
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
