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Specialties
I am a Christian, a husband to an amazing wife, a father to 3 amazing children, soon to be 4 and a financial planner to my amazing clients.
I was born in Boston, MA and I am a die hard Boston sports fan. In 2013 I graduated from The University of Massachusetts-Lowell with a Bachelor of Science & Bachelor of Arts in Marketing and Management becoming the first in my family to graduate from college! I entered the financial services in 2014 because I saw a need on helping individuals with their financial future and I knew this wasn't a job but something I can turn into a career. In 2017 I decided to launch LA Legacy Financial dedicated to helping business owners, families, pre-retirees and retirees with their financial planning. We take a holistic comprehensive financial planning to help our clients create a financial roadmap by protecting and growing their assets. When I am not helping my clients at LA Legacy Financial I am doing the following: ▪Working out at the gym doing CrossFit workouts at Lifetime in Burlington,MA ▪Eating out at our favorite restaurants that consist of American, Mexican, Italian, Japanese, Chinese and Brazilian Food ▪Traveling to different states and counties ▪Mindset work ▪Watching Sports(Go Pats, Redsox, Bruins, Celtics) ▪Spending time with my growing beautiful family, Helo(Wife), Sofia(daughter), Leah(daughter), and Lucca(son) ▪Praying and volunteering as an usher at Genesis Church in Woburn, MA If we have any common interests and you are looking to work with a trusted partner please send me a direct message or email me to schedule an introductory chat.
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Always free for clients.
ChFC, CFP
Chartered Designations
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