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About me

My passion for financial planning is deeply rooted in my father’s journey to financial literacy. He immigrated from Mexico at a very early age and worked hard to learn about personal finance and investing. That’s a big reason why I’m passionate about helping client’s piece together the puzzle of their financial lives - strategically planning for major financial goals, planning for a secure comfortable retirement, and helping avoid costly mistakes. I can also offer great recommendations from my ranked list of 900 movies and TV shows!