Contact detailsPhone: 734.252.6066
I was born in Peru and came to the United States of America in 2000. I have been in the financial industry since 2004.
As your Financial coach, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it’s planning your retirement, funding your child’s education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your goals.
I believe in building long-term client relationships. I take the time to listen to you, fully understand your unique financial needs and goals, and work with you to develop a personalized financial strategy to help you make appropriate financial choices for today and the future. In addition, I will monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.
Drawing upon Parsonex’s extensive resources and capabilities, I can help you address all aspects of your financial life.
Feel free to contact me for a confidential conversation by calling (734) 252.6066 or by e-mailing: firstname.lastname@example.org.
Specialties: Retirement income planning, 401k, 403b, Roth IRA, and wealth building, securities