Financial industry experience: 12 years
Tower employee since 2023
Education: Bachelor's Degree – University of Florida
Securities Registrations: Series 7, 66 Currently held through LPL Financial
I am a Wealth Advisor at Tower Wealth Management, where I am responsible for financial planning, portfolio management, investment guidance, retirement planning, insurance, tax planning, and estate planning. I specialize in asset protection while seeking to maximize returns and have a particular focus on retirement planning. With over 13 years of experience in the financial services industry, I am dedicated to helping individuals, families, and businesses navigate their financial journeys with a customized and holistic approach.
Before embarking on my career, I earned a bachelor's degree in business finance from the University of Florida in 2011. Throughout my professional journey, I have obtained the Series 7 and 66 securities licenses, currently held through LPL Financial, as well as licenses for Life, Health, and Variable and Long-Term Care Insurance. Additionally, I hold an Alternative Investments Certification, which I obtained in October 2019, further enhancing my ability to offer diverse financial solutions.
I am passionate about making a positive impact in people's financial lives through education, advice, and guidance. I believe that the greatest values I can provide for our clients are my experience in the financial industry and genuine care for their well-being. Growing up in Latin America, with parents from Colombia and Spain, and having lived and worked in Japan, I have gained a multicultural perspective on how people and societies view finances, savings, and investing. This exposure has enriched my understanding and approach to financial advising.
Outside of the office, I volunteer to provide English-Spanish translation at a law firm in Baltimore for immigrant children crossing the border without an adult. I am committed to helping these children, who have often fled violence and mistreatment, apply for asylum and find safety and a better life in the USA. In my free time, I enjoy dancing, bowling, traveling overseas, and getting to know the world.