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Apr, 2008 - Present • 18 yrs 6 mos - Self employed
Meet Luis – Your Trusted Registered Investment Adviser
Luis is a dedicated Registered Investment Adviser (RIA) with a passion for helping couples and small business owners achieve their financial goals. With a commitment to putting clients’ best interests first, Luis offers personalized, unbiased financial advice tailored to each client's unique needs.
For married couples, Luis specializes in creating comprehensive financial plans that help them save for retirement, protect their families, and build wealth. Whether it’s planning for their children’s education or securing a future without financial worry, Luis provides clear, actionable strategies that give couples confidence and peace of mind.
For small business owners, Luis offers customized retirement planning solutions designed to meet both their personal and business financial goals. From establishing tax-efficient retirement plans to providing succession planning for their business, Luis ensures they have a solid financial foundation for the future.
With a deep understanding of investment strategies, risk management, and tax-efficient savings, Luis is here to help clients navigate their financial journey with clarity and purpose. He takes pride in building long-term relationships and offering ongoing guidance as clients move toward financial security and success.
Degree: Bachelors • Mar, 2003 – Mar, 2007
Who am I?
-I am the best husband Regina could ever ask for!
-My children are proud to call me Papi!
-My Heavenly Father is proud of me daily regardless of my failures or successes.
-I built my business helping Baylor Grads achieve financial independence.
- I make my wife, family & the team I lead proud of how hard I work and my accomplishments.
-I help Baylor Grads grow in their understanding of wealth everyday.
-I've helped 2,500 men regain TRUE masculinity through our non profit Band of Brothers FL.
-I bring questions to my mentor on a regular basis for guidance and vision.
-Dyslexia doesn't stop me.
-I have a team that is smarter than me and the best in their specialty so I can focus on what I am best at.
-My parents know that I love them and appreciate everything they have sacrificed for me.
-I have the body that God intended for me and that I feel proud of.
-I am thankful for everything I have and still have passion to accomplish more.
-I am proud of myself, I love myself, I am who God created me to be.
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