We provide personalized financial planning, including strategies to save towards retirement, preparing for the unexpected, paying for education, saving money on taxes, general investing and insurance.
About Luis
As a dedicated financial advisor with Edward Jones, I understand that choosing the right financial advisor is a significant decision in your life. My mission is to create financial strategies that truly reflect your life aspirations, ensuring you feel understood and supported every step of the way.A bit about me: I hold a bachelor’s degree in finance from the University of North Florida and an MBA from Jacksonville University. Additionally, I’m a CRPC™ or Chartered Retirement Planning Counselor™. I’m committed to staying informed about the latest financial trends and strategies so that I can offer you the best guidance possible.Outside of work, I value community involvement, which helps me stay connected and balanced. I cherish spending time with my family, cycling on local trails, traveling to new places and enjoying a great cup of coffee — especially while catching up with friends!In my practice, I focus on retirement strategies, college savings, investment management and sustainable investing. I take pride in tailoring personalized strategies that meet your unique needs. What brings me the most joy is the opportunity to enhance the financial well-being of my clients.I’m passionate about helping individuals, families and business owners achieve their financial dreams. It’s been a rewarding journey for me to work with a diverse range of clients — from young individuals just starting their careers to retirees enjoying their well-deserved freedom.I’m here to guide you through every stage of your financial journey, providing the knowledge and confidence you need to make informed decisions. If you’re looking for a financial advisor who truly cares about your goals, I’d love to connect! Feel free to schedule a complimentary consultation. My branch office administrator, Amanda Stockwell, and I are here to assist you.