My Story
While in Law School in Sevilla, Spain I realized that my passion was in finance. I finished school and worked as a lawyer for 6 months before moving to Caixabank, a leading bank in Spain. That provided me with my first exposure to a financial crisis (we were in the middle of the Tech bubble of 2000-2002). I worked there for 13 years. In that time I married my wife and my two kids were born before we decided to move in 2014 to Brookline, MA, where she's from.
I always enjoy being the go-to person that knows what to do when it comes to money, so I committed myself to getting educated on all things related to financial planning for retirement. In that journey, I obtained the CERTIFIED FINANCIAL PLANNER™ ("CFP®") designation, the Retirement Income Certified Professional® ("RICP®") designation and the Enrolled Agent ("EA") license.
