Adolfo has spent most of his professional career in the Financial Services industry serving in both, management and individual producing roles. By virtue of having been born and raised in South America he is fully bilingual in Spanish.He strongly believes his hard-working clients deserve to have a goals-based and values-rooted financial advisory relationship to help them improve, build and preserve their wealth for generations to come. Adolfo is fully committed to guide them along this path. He earned a Bachelor’s and Master's degrees in Finance and he is also series 7, 66, 24 and Life and Health Insurance certified.
Adolfo serves the following Member Centers: