I am a financial advisor at Emergent Financial Services, where I enjoy working with individuals, couples, families and small business owners to help them create a financial plan and manage their investments so they can achieve their dreams both now and in retirement. I hold the Chartered Financial Analyst® designation from CFA Institute as well as a Series 65 license. Before becoming a partner at Emergent, I served as a research analyst and portfolio manager, where I analyzed universes of stocks and bonds and helped investment advisors craft portfolios for their clients. Being part of a family-run, Hispanic-owned company, I work with clients in a number of ways, including:• Helping people with their budget and developing a financial plan• Designing a portfolio for their savings and investments that works best for them• Monitoring their investments• Checking in with clients to see how their life is going and how their financial circumstances have