Hi, I’m Rey.
I’m an educator at heart and a licensed Financial Advisor.
A big part of my work is helping people save, grow their money through investments, and protect it with the right insurance.
I believe financial planning should never feel overwhelming. Whether you’re starting your first savings plan or exploring long-term investments, I’m here to help make every step clear and manageable.
If you’re ready, let’s build a financial plan that works for you, your family, and the future you envision.
I am available for
Personal and Family Financial Planning
IGuidance on savings, insurance protection, and investments tailored to your goals and your family’s needs. Together, we’ll create a practical roadmap to build financial security and peace of mind.
Corporate Accounts
Support for businesses through customized retirement plans, employee benefits, and financial solutions designed to attract, reward, and retain your best people.
Financial Wellness Seminars
Workshops and learning sessions to help individuals and teams understand how to manage money confidently, make informed decisions, and plan for a secure future.
Get Started Now
Is it worth buying a policy? Here are a few guide questions for you: