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Ramón González CFP®, AWMA, CMFC
Investment Advisory Representative
Mr. González is a Certified Financial Planner with over 20 years of experience in the investment planning services. He holds the designations Accredited Wealth Management Advisor and Chartered Mutual Fund Counselor from the College for Financial Planning in Denver Colorado. Mr. González also holds several licenses; Series 7 license (General Securities), Series 24 (Principal), Series 66 license (Investment Advisor), Life Insurance license, and Variable Life & Annuities license.


Rene Villate
Investment Advisory Representative
Mr. Villate is a registered representative. He holds the Series 7 license (General Securities), Life Insurance license, and Variable Life & Annuities license.

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