Who Am I ?
For 14 years I created and monitored financial plans, allowing clients to reach their short, mid and long term goals.
I retired from financial services in 2021 and purposed my passion in coaching and educating people on how to accumulate wealth utilizing crypto as a tool.
Experience
Director of Digital Assets
Verus Financial Group
January 2022 to Present
Financial Adviser
MassMutual Financial Group
June 2007 to June 2021
Series 7 & 66 Licensed
Registered
Certified Digital Asset Adviser
Planner DAO
Education
B.A. Economics
University of California San Diego
June 2003 to June 2007
Volunteer Experience
Stanford University
Latino Business Action Network
Jan 2015 to Present
Board of Director
Association of Latino Professionals for Finance and Accounting
May 2015 to May 2017
Skills & Languages
Public Speaker
Trainer
Coach
English
Spanish