Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Manny holds a Certificate in Financial Planning from the University of Central Florida, a Certificate in Law Office Procedures from Florida International University, a FINRA Series 65 (Uniform Investment Adviser Law Examination) Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 24 (General Securities Principal)as well as the Life Underwriter Training Council Fellow (LUTCF) designation from the American College.
Manny is currently also an active member of his community after having spent 32 years living in the city of Miami. He is a board member of Youth Crime Watch of America, he is a Reserve Police Officer for the city of Homestead, Florida, and he is a member of the Police Officer Assistance Trust (POAT). Manny believes that his profession allows him to assist families as well as business owners attain financial freedom and through his solid experience in the industry he aspires to be a lifetime resource for each and every client.
Originally born in Boston, Manny moved to Miami in 1978. He is currently married and has two children Sebastian and Victoria. Manny enjoys playing Golf; he has always been active in law enforcement and enjoys shooting ranges.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies