After completing my Bachelor’s Degree in Business Administration and Accounting, I acquired some experience in the Business Market, then started working as a Financial Advisor in 1997 with the Corujo Family Business, that mentored me in becoming a Financial Planner with vast experience and education. Along my career I have successfully completed The Series 6, Series 7, 65 and 66 registration. Also, I have Life Insurance and Property and casualty licenses in Puerto Rico and several different States.
My main goal is to apply my knowledge and experience to educate the basics of financial planning based on the economic model to design an individualized plan in route to success according to the goals and needs of each client. Also, my main focus is supporting our customers hand in hand with their financial life and decision making process. The planning of their Retirements is at the top of my priorities and leading our clients to a successful planning for the future is the most important achievement and I am proud to work for all of them.
It is a major accomplishment to keep a service of excellence that Gustavo Corujo started in life with his clients and a responsibility that I am honored to continue. I am proud of the work done so far in leading our clients as well as maintaining good and solid relationships and will continue to put all my efforts in keeping a service of excellence with the help of our office team.
Besides my passion for work, I am a proud Mom of Alejandra, Douglas and Angelica. I love two spend time with my family, enjoying sunsets at the beach and cuddling with my two cats, Luna and Polo.