Citi Personal Wealth Management helps you connect future aspirations and present needs.
Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.
Backed by Citi’s wealth planning process and global product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.
As a Citi Personal Wealth Management Financial Wealth Advisor, my goal is to build strong relationships with clients by earning their trust. I am passionate about wealth management and helping international clients navigate the complexities of investing in a global world. I work closely with clients to understand what’s most important to them. I focus on staying in touch and keeping clients informed and educated on the ever-changing market conditions that can impact their portfolios.
The foundation of my practice is to listen and learn about clients’ lives to fully understand their current situations and future objectives. Based on this, I work with clients to create customized investment strategies designed to help them achieve their financial goals.
I follow a disciplined investment process built on time-tested principles, while allowing the flexibility to adapt to a rapidly changing economic climate. My service-focused approach, combined with the global resources of Citi Personal Wealth Management, enables me to provide an exceptional level of client care and service.
I have over 21 years of experience in financial services. I hold a Bachelor’s degree in Business Administration and am fluent in Spanish. I am passionate about sports and regularly play soccer and tennis. My wife and two children live in New York.