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Virtual
In-Person
Specialties
Born and raised in Caracas, Venezuela.
Accounting degree form Universidad Central de Venezuela (UCV) and completed the Advanced Management Program (PAG) at the Instituto de Estudios Superiores en Administration (IESA). After 20 years involved in the Accounting, Banking and Finance industry, I decided to move my family to the United States. Now I have become a licensed financial profesional serving mostly the State of Florida. I am looking forward to help individuals and business owners with custom tailored financial strategies to create, build and preserve wealth and with diverse tax strategies . Together we can navigate the complexities of new regulations and different products and services in the finance and tax environments. I can also help with personal and business tax preparation.
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Always free for clients.
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Chartered Designations
What do these credentials mean?
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I am Not licensed in all jurisdictions