Felipe began his financial career in 1985 in the banking industry. He ventured into management and worked with business owners—both domestic and international—assisting them with commercial lending and trade finance. He traveled throughout Latin America creating lending solutions for his clients.
In 2001, his primary practice transitioned to wealth management, and Felipe focused on high-net-worth clients and families by assisting them with estate planning services, investment and wealth planning. In the past 20 years, he developed a niche practice in assisting families and their attorneys in creating wealth strategies to support the special needs community.
Felipe graduated from Florida International University with a Bachelor of Arts degree in finance, and received his Master of Business Administration from the University of Phoenix. He has passed the Series 7, 63 and 66 exams and holds Florida health, life and variable annuity licenses.
Felipe lives in Miami with his wife, children, three granddaughters and two dogs. In his free time, he enjoys playing tennis and reading.
