
- Financial Advisor
- Finanical Services Representative
- Investment Advisor Representative
My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies. I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions. Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.
QUALIFICATIONS
- 4-Time Leaders Conference Qualifier 2011-2015
- Awarded Barnum’s Top Direct Distribution Producer 2015
- Over 11 years in the Financial Services Industry
- Holds Series 7, 63 and 66 Securities Licenses
PROFILE
- Earned his Bachelor’s Degree in Business and Educational Psycholoy from the Universidad del Valle de Mexico
- Enjoys music and playing soccer
- Currently resides in Weston, Connecticut
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. AR Insurance Lic # 9785872. CA Insurance Lic # 0H10522.
Check the background of this investment professional on FINRA’s BrokerCheck

Services
Risk Management
Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.
Financial Strategies
A trusted financial advisor can support and help guide you to make solid decisions that turn life goals into reality.
Learn MoreRetirement Strategies
Prepare well for your golden years now and enjoy a rewarding retirement later.
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