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$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
I began my career as a CPA in my native Puerto Rico, helping individuals, businesses, and nonprofits with tax planning, auditing and compliance issues. It was there that I discovered my passion: helping clients make smart decisions about their wealth. Now, I work closely with them to develop wealth management strategies tailored to their needs and objectives.
I am FINRA-registered and hold Series 7 and 66 securities licenses. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. My bachelor's degree in Accounting and my degree of Juris Doctor are from the Pontifical Catholic University of Puerto Rico.
I have run a local Chapter of the Puerto Rico Society of Certified Public Accountants and have been a proud member of Rotary International.
I also speak Spanish, if that is your preferred language.
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
I began my career as a CPA in my native Puerto Rico, helping individuals, businesses, and nonprofits with tax planning, auditing and compliance issues. It was there that I discovered my passion: helping clients make smart decisions about their wealth. Now, I work closely with them to develop wealth management strategies tailored to their needs and objectives.
I am FINRA-registered and hold Series 7 and 66 securities licenses. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. My bachelor's degree in Accounting and my degree of Juris Doctor are from the Pontifical Catholic University of Puerto Rico.
I have run a local Chapter of the Puerto Rico Society of Certified Public Accountants and have been a proud member of Rotary International.
I also speak Spanish, if that is your preferred language.
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Seek returns and drive change through sustainable investing
Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
