My life experiences, education as a Certified Financial Planner™, CFP®, professional, Accredited Asset Management Specialist™, AAMS™, professional and over 20 years of experience serving clients gives me a unique and valuable perspective as a financial professional.

As a first generation American, born of Peruvian immigrants, I learned the values of fairness, service to others, perseverance and good money habits at an early age. Later, as a young professional, I saw how the capital markets could be leveraged to improve outcomes. I found my calling.

I actively listen to understand a client's dreams, values, purpose and life experiences. I then use an established process to develop and implement strategies for their unique goals. Over my career, I have witnessed many times the difference a financial professional with a plan can make.

I have held the prestigious Certified Financial Planner™, CFP®, certification since 2012 and the AAMS™ designation since 2005. I am a limited partner of Edward Jones since 2015.

A delight has always been to give back to the community. I am a member of the Association of Latino Professionals for America (ALPFA) NY Chapter and served as Director of Membership from 2016 to 2021. I am a member of the Farmingdale Rotary club, past president 2007-2008, and currently serve as assistant governor in Rotary District 7255.

I partner well with investors who:

- Work hard, save and are preparing to transition to their retirement lifestyle

- Are successful business owners planning to transition into what is next in life

- Value a personalized approach and professional opinion

- Are seeking to demystify what can seem overwhelming in the world of finances

- Work with tax or legal professionals as a team

516-349-1204

[email protected]


* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.