Lizeth Esmeralda

A fee-based financial planner and a financial Planning consultant in a registered investment advisory firm incorporated. Her main responsibility is for the complete oversight of the firm and to decide the direction and types of business we will do in the future. Lizeth personally advises clients on their investment management* and financial planning needs. She is your team leader and financial coach. She will focus on your “big picture” and will develop a plan to assist you in achieving your financial goals.