As an LPL Financial Advisor with Kinecta Wealth Management, I conduct in-depth interviews with clients to gather essential information such as their current income, expenses, insurance coverage, tax status and risk tolerance. This information forms the foundation for developing a comprehensive financial plan that aligns with their unique circumstances. With over 15 years of experience in the financial services industry, my primary responsibilities revolve around understanding my clients' financial situations and developing tailored strategies to help them pursue their goals.
One of the most valuable services I provide clients is offering strategy recommendations to help them pursue their objectives. This includes specific recommendations in areas such as cash management, insurance coverage and investment planning. I strive to empower my clients with the knowledge and tools they need to make informed financial decisions.
Building and maintaining client relationships is at the core of my practice. I keep client plans up-to-date and make it a priority to keep current on market and industry trends, continuously seeking opportunities to expand my knowledge base. By providing exceptional service and personalized attention, I aim to develop long-lasting partnerships based on mutual success. I am dedicated to answering clients' questions and ensuring they understand the purpose, strategy, and details of their financial plan. I believe transparency and clear communication are essential to assist clients with making informed decisions and feeling confident about their financial future.
Originally from Puebla, Mexico, I currently reside in California. In my personal life, I find joy in spending time with my family, especially my three young boys. Hosting gatherings at my home allows me to create memorable experiences and foster strong connections with loved ones.
Registrations held through LPL Financial: Series 6, 7, 63 and 65.
Registered for Securities in the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, IN, KY, MI, NC, NM, NV, NY, OR, PA, TN, TX, VA, WA and WI.
Check the background of this investment professional on FINRA’s BrokerCheck.