I am a respected industry expert featured weekly on ComercioTV's Closing Market Bell show, the only 24/7 Spanish-speaking financial news network in the US.
I am an award-winning financial professional with nearly two decades of experience, an ETF expert, and an Accredited Investment Fiduciary (AIF) who loves to support clients that understand that their time is their most important assets and prefer to delegate to a trusted professional.
I also serve as the Founder and CEO of Investably LLC, one of the few minority-women-owned wealth management firms in the country.
We will work together to help you address your concerns like:
✅ Believe you are losing too much money to taxes
✅ Are busy wearing many hats and want to get control of your money with someone you trust, who sees you, understands your journey, and you can delegate responsibility to
✅ Experienced a sudden wealth event or are earning a very high income
✅ Have a strong desire to become ‘work-optional’
✅ Want advanced strategies for handling a substantial nest egg or commencing the transformation of your savings into a lifetime sustaining monthly income
✅ Care about using your money to make a meaningful impact for yourself, your family, and others
To learn more about my background, experience, and how I may help you, visit www.Investably.com.
You can start by taking a free discovery quiz on how sustainable your wealth is.
Professional Designations
Accredited Investment Fiduciary (AIF)
Affiliations
100 Women in Finance
Financial Coaches Network
visiWealth Advisor
Primary Location
7200 Wisconsin Ave suite 500, Bethesda, MD 20814, USA
Click the 'Book Intro Call' button above to reserve a 15-minute intro call. This virtual call is complimentary with the goal of learning about your needs and what you may be looking for.
Camera is optional. Feel free to do what is most comfortable for you.
Offers Investment Management
Yes
About our Firm
At Investably LLC, we are a wealth management helping clients with a holistic approach on an annual flat fee, dedicated to serving a select number of affluent households who recognize their time as their most important asset.
Based in Bethesda Maryland, we serve clients virtually in Maryland, Florida, and any states where exemptions may apply.
Our comprehensive services may include:
✅ financial planning
✅ investment management
✅ retirement income planning
✅ tax planning
✅ estate planning (Complimentary estate documents powered by Wealth.com)
✅ charitable planning
To learn more about what makes us different, visit us at www.Investably.com.
Schedule a virtual call with us and get a free financial check-up.
Education
New York University (NYU). Dual Bachelor of Arts Degree.
Volunteer Experience
My desire to help people and for spreading good is a grounding force. My ‘Do Good’ philosophy is deeply rooted from my childhood experiences of preparing clothing drive with my grandmother to send to third world countries and continued evident by my prior work in support of Human Rights Watch, Safe Horizon Domestic Violence Law Project and 7 years served as a Board member of a RICA Association, Inc., a private non-profit 501(c)(3), that provides support and fund for children and adolescents, ages 10-18, with severe emotional disabilities.
Awards and Honors
2012 Silver Stevie Award Winner for Financial Services Front-Line Customer Service Professional of the Year
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