Experienced CERTIFIED FINANCIAL PLANNER™ specializing in financial planning for executives and business owners. Focused on the needs of first-generation wealth to guide them on successfully growing, protecting, and transferring their wealth to their legacy. Assisted with providing CFO family office services, including tax-effective estate planning strategies and custom wealth transfer plans to ult
ra-high-net-worth families with investable assets of $20 million+. Committed to the community and a board member of C60 Inc., which advocates resources for underserved communities. Graduate of the National Hispanic Professional Organization’s Leadership Institute and a member of the CFP Board’s Foundation for Financial Planning, which provides pro bono financial planning in our community. Disclosure: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Woodforest Wealth Strategies, Woodforest Financial Services and Woodforest Financial Group are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc.
