I am proud to serve as the Founder, Owner, and President of Strategic Capital Partners. With over 16 years of experience in the financial services industry, I have dedicated my career to creating investment portfolios, financial planning, and developing comprehensive financial strategies for my clients.
Before founding Strategic Capital Partners, I honed my skills and gained invaluable experience at Consultiva Internacional. Throughout my career, I have obtained the Chartered Financial Consultant® (ChFC®) designation, a Master in Finance from UPR at Recinto Mayaguez, and earned my Series 24, 66, 7, and Life and Disability Insurance licenses. These qualifications have equipped me with the expertise necessary to specialize in portfolio management and retirement planning.
One of the most rewarding aspects of my job is helping people navigate the uncertainties surrounding their long-term financial matters. I firmly believe that the greatest values I can provide for my clients are trust and confidence. By fostering these qualities, I aim to build lasting relationships to help my clients feel secure in their financial futures.
As a proud Puerto Rico native, I currently reside in Guaynabo with my family. Outside of work, I am an active member of The American College, which allows me to stay connected with the broader financial community and continue my professional development. In my free time, I have a passion for traveling around the world and participating in various sports. Whether it's wingfoiling, surfing, e-foiling, watersports, or CrossFit, I enjoy staying active and embracing new challenges.