Education and Training:
MBA Finance – George Washington University – 1980
Business and Estate Planning, Personal Economics, Pension and Retirement Plan Design and Implementation, Life Insurance, Disability Insurance, Executive and Group Benefits, Small Business Strategic Planning
Community, Charitable or Professional Organizations/Associations:
Board Member & Executive Committee – United States Hispanic Chamber of Commerce
Hispanic Federation of New York
Hispanic College Fund
Author: Si, Se Puede; Every Latino’s Guide to Building Family Wealth
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.