Victor is the owner and office manager for the El Paso, TX office. He is responsible for the daily operations of the firm as well as managing the firm's assets under management. Victor has secured several professional designations and registrations including: FINRA Securities Series 7, 65, 63 and 24 as well as an Investment Advisor Representative held through LPL Financial and a Group 1 Life & Health Insurance License. (Victors CRD # 2686729)/ (TX Insurance License # 904319).He received a Bachelor of Business Administration from the University of Texas at El Paso; Major in Finance and Marketing. Since obtaining his degree, the sole focus and area of practice has been in the financial services industry for over 20 years.Victor was born and raised in El Paso, so the El Paso community is near and dear to him. He's married to Mary Grace and has four children: Valerie, Victoria, Alejandro and Daniel.

More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Comprehensive Financial Planning, Retirement Planning, Investment Advice, Estate Planning and Insurance Services. Mutual Funds, ETF's, stocks & bonds, annuities, life insurance. Both fee-based and commission based.
Brands
Estate
Location
Downtown in the One San Jacinto Plaza, 16th Floor. Valet & Self-Park garage available.
Neighborhood
Downtown El Paso
Amenities
No cost initial consultation.
Languages
English, Spanish
Accreditation

Member FINRA/ SIPC

Social Links
Categories
Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Investment Management, Mutual Funds
Other Information

Certifications: Certified Financial Planner, Member FINRA/ SIPC