I began my career in the financial sector after completing a Bachelors Degree in Business Administration. I became an Account Executive in the ADR Department of a financial institution, after extensive education and experience I became a Corporate Financial Analyst, where I learned to determine the creditworthiness of prospective businesses for the banking industry.
I completed a Masters Degree in Business Administration. Shortly after I began to work in the financial industry as an Investment Advisor, where I had the opportunity to help people diversify their portfolio. My qualifications included the Series 6 and Series 7 licenses.
Despite having in-depth financial education and experience, I evidenced how the ups and downs of the market could completely derail a person’s retirement goals. That’s when I knew there had to be a better answer to achieving financial independence and personal financial goals.
Whenever a financial asset is exposed to variability, is also being exposed to risk, compounding interest can work for you or against you.
My goal is to help clients analyze their present financial situation and help them realize their financial dreams by maximizing their retirement income in a safe manner (not exposed to the market’s ups and downs), so it may last for their retirement and the family future generations.
Private Family Banking is the perfect solution for people to eliminate debts and create wealth at the same time, in a predictable manner. I enjoy sitting down with my clients and graphically show them how we can help them achieve their financial goals.
With Private Family Banking you are in control of your Finances and not the other way around.