Ricardo A. Peña
Senior Vice President – Wealth Management
Senior Wealth Advisor
- Phone: (786) 843-4659
E-Mail: ricardo.a.pena@citi.com
7480 NW 104th Ave
Doral,
FL
33178
7480 NW 104th Ave
Doral,
FL
33178
- Financial Planning
- Retirement Planning
- Spanish
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 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 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.
About Ricardo A. Peña
As a Senior Wealth Advisor for Citi Personal Wealth Management, Ricardo Peña manages assets for individuals, trusts, retirement plans, charitable organizations and business. Through a long-term investment approach, Ricardo helps clients develop and implement strategies for building wealth and realizing their financial goals, insurance, wealth transfer, and by working with your legal or tax professional, he can work with you on your estate planning as well.
Ricardo's mission is to provide objective, timely financial advice and guidance, with the highest level of professional service. In particular, Ricardo focuses on creating income, growth and capital preservation strategies, which provide flexibility, control of principal and long-term growth.
As part of a Wealth Team, Ricardo works with a Wealth Relationship Manager to address all of the client’s financial needs, from banking to lending to investment management.
Prior to his current role, Ricardo worked at Citibank and Wells Fargo, with over 13 years of experience assisting clients with their financial needs.
Fluent in Spanish, Ricardo Holds Series 7, 66 and Life, Health and Variable licenses and received a bachelor’s degree in Supervision and Management from Miami Dade College.