Armando is a Wealth Strategist dedicated to helping families build, preserve, and transfer wealth across generations. With over a decade of experience in financial services and relationship management, Armando brings both expertise and a genuine commitment to understanding each client's unique life goals.

 

Throughout his career, Armando has specialized in serving high-net-worth individuals and families, providing thoughtful guidance on investment strategy, retirement planning, and long-term wealth management. His approach is built on listening first, understanding where clients are today, and where they want to be tomorrow, then creating custom tailored strategies to help them get there.

 

Prior to joining our firm, Armando served as an Account Executive at Fisher Investments, where he worked with affluent clients and consistently ranked as a top quartile performer. Before that, he spent nearly seven years at Merrill Edge as a Premium Elite Relationship Manager, where he managed over 1000 clients each with $1 million or more in assets. He also held executive senior relationship roles at Morgan Stanley/E*TRADE and Empower, where he developed deep expertise in complex investment products, executive stock plan accounts and compensation, 10b5-1 plans, and unique retirement solutions.

 

Armando earned his Bachelor of Business Administration in Finance from Jacksonville University and holds FINRA Series 7 and 66 licenses as well as the Certified Equity Professional Level 1 designation and his general life and health insurance license for the state of Texas. He is fluent in both English and Spanish, allowing him to serve a diverse range of clients.

 

What sets Armando apart is his unwavering focus on client service and the overall client experience.  He believes that financial planning is not a one-time event but a lifelong partnership. Whether you're planning for retirement, saving for your children's education, or thinking about the legacy you'll leave behind, Armando is here to guide you through every step of your financial journey with care, expertise, professionalism, and integrity.