Sergio started in the financial services industry in 2004 and became a lawyer in 2012. Prior to returning to private practice, Sergio was an advance planning attorney for a Fortune 100 company and one of the largest insurance companies in the United States.
Sergio’s dream is to build the nation’s premier Hispanic-owned multi family office. He applies his knowledge and experience in comprehensive and sophisticated financial, tax, business, and estate planning strategies for domestic and international high-net-worth entrepreneurs to protect, preserve, and grow their wealth.
Sergio holds a Bachelor’s degree in Business Administration and a Doctor of Jurisprudence. He is among the very few professionals in the United States who are simultaneously licensed to practice law and hold a CERTIFIED FINANCIAL PLANNER™️ certificate. Sergio is admitted to the State Bar of California.
Sergio prides himself in being uniquely positioned, as a Mexican immigrant and equally proficient in Spanish and English, to assist both U.S. and foreign entrepreneurs in navigating and creating comprehensive strategies.
Sergio is an avid outdoorsman and enjoys spending time with wife Lily and three children—Alex, Israel, and Leslie.
