Investment Advisor Representative
Francisco has been partnering with individuals, families and businesses in Arizona for the last 14 years. As a Financial Advisor his primary responsibility is to assist you in defining and understanding your goals. With a participator style, focused on educating all members of the household, he will help develop and implement a realistic plan to help you attain them.
“I consider myself successful if I can assist you in three things:
- Helping you understand all aspects of your financial life so that you can make smart decisions.
- Developing a realistic plan that allows you to live well now as well as in the future.
- Making sure that your loved ones are taken care of in the event of any eventuality.
In short, it is your journey, your family. My role is to help you make the most out of your life!”
With an educational background in engineering, years of experience in international business, Francisco has a unique but traditional approach to financial planning. Using modern portfolio theory and cutting-edge investment tools he will prepare investment portfolios specially tailored to your goals, risk tolerance and investment time frame.
Francisco is a citizen of the U.S. and Spain. He is fluent in Spanish and conversant in Portuguese. He and his wife Heidi have been married for over 25 years and their son Franco lives in Boston. They live in one of the historic districts in downtown Phoenix, where they like to spend their time giving back to the community: they are involved in a number of nonprofits, including Rotary International. They enjoy the outdoors, entertaining friends and rooting for the Packers.