Senior Client Associate
As a Financial Consultant with Equitable Advisors, I help coach individuals, families, and business owners with a goal of increasing their net worth by properly planning financially for life events and circumstances.
I find passion in helping clients through a customized and individually tailored financial planning process. My work is centralized on helping individuals, businesses, and business owners accumulate and protect their wealth, while minimizing tax implications through sound investment and insurance strategies. Some of the clients are foreigners interested in investing in this country. This adds and extends the experience of helping others even beyond our borders.
Outside of Equitable, I spend time with family, friends, and hobbies. I have a very inquisitive mind and enjoy researching about an array of topics. Also enjoy experiencing and learning about cultures. Learning languages, cooking ethnically varied food. And very much like playing bagpipes. Originally from Panama, joined Equitable in 2017, and I am a graduate of the University of Oulu, Finland.