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A Little Bit About Me...

Hey family! Just a little bit about myself! I was born and raised in Miami, FL. My parents and grandparents raised me, and from an early age, they taught me the value of hard work and dedication to everything I committed to.

Through the years, I have specialized in working with business owners and self-employed individuals, young professionals, executives, retirees, and pre-retirees regarding investment management, retirement income, estate planning, and legacy planning strategies. I have shown a passion for helping clients ensure that they and their families are protected for the many years ahead. My entire practice is focused on creating a customized, comprehensive financial and investment management plan, and advising my clients on the most effective approach that will help them work toward financial security.

I am proud to hold a Bachelor’s Degree from Florida International University. I also hold the FINRA Series 6 and Series 7 license, NASAA Series 66 license, and licensed in the State of Florida in Life, Health, and Long-Term Care Insurance. I am also very proud to hold the prestigious ChFC® designation from The American College.

I'm a major outdoorsman! I enjoy hunting, camping, fishing, golfing, playing softball, and spending time with my friends and my wife, Danerys, our 3 beautiful girls, Addison Grace, Emmarie Hope, and Annalie Joy, and our two rescue dogs, Pluto and Fifi. I am also a huge Miami Dolphins fan (Fins Up!), Ohio State Buckeyes Football fan (Go Bucks!), Boston Red Sox fan (Sox Nation!), and a big country music fan.

My family and I are proud residents of Pembroke Pines, FL. We are active members of Pines Baptist Church located in Pembroke Pines. I was a proud member of The Rotary Club of Weston, serving as the Chairman of the Rotary Run for Tomorrow, which raises funds to end Polio and provides scholarships to many students in the South Florida area. I have also held the position of Vice President and Board Member of The Rotary Club of Weston.

If there's anything I can do to help you and your family on the path to financial freedom, please feel free to contact me anytime. I am humbled and grateful for you all, and I am proud to be your financial advisor. God bless you!

- Ozzie