I have over 20 years experience in the financial industry. I provide retirement planning services in the Northern Suburbs. I have a high desire to serve the needs of the Hispanic community by protecting the most important asset of families, which contrary to popular opinion, is not money as the greatest concern, but rather their health and well being. The #1 reason for bankruptcy in retirement is unexpected health care costs that can quickly deplete lifelong savings, prevent the long lasting care needed to live healthy/happy lives, and diminishes the ability to leave family assets to future generations which creates a difficult repeating cycle of struggle. To provide a full service to the community, I seek partnership with cpa's, as well as estate, immigration, divorce attorneys, and primary care physician.
What is your current career title or dream job?
I am currently licensed in life and health with the State of Illinois and will soon be reinstating my Series 7 license that I previously retained as a Financial Advisor.