1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Yesenia Realejo, CFP® serves as a Wealth Advisor. In this role, Yesenia focuses on managing relationships with families to ensure they are on track to meet their goals. By maintaining proactive contact with our families, she can understand their unique circumstances and provide comprehensive wealth management. She not only creates their financial plan but also helps implement long-term changes to strengthen their financial position and sense of security. These plans can include anything related to their financial house, ranging from estate planning and asset distribution across generations to tax optimization strategies and retirement planning.