Planning for the future is the key to achieving peace of mind. Our trustworthy, highly qualified team of experts can help you organize your present to enjoy a better future.
You have goals for every stage of life. Our team of experts will provide individualized financial orientation, plans, and solutions designed specifically for you and your peace of mind.
To turn your goals into reality, our process begins with getting to know you, developing a tailored strategy and turning that strategy into action.
Develop a financial plan that could include:
Taking care of your finances through a well thought out financial planning process allows you to prepare for the future calmly. Our team of experts will address every aspect, including:
To help you accomplish your financial objectives, you will have a team of highly qualified specialists:
Senior Vice President / Managermaria.email@example.com
Senior Financial Planner / Assistant Vice Presidentmaria.firstname.lastname@example.org
Senior Private Banker / Assistant Vice Presidentjafet.email@example.com
Senior Private Banker / Assistant Vice Presidentfrances.firstname.lastname@example.org
Senior Private Banker / Assistant Vice Presidentrafael.email@example.com
Financial Planner / Assistant Vice Presidentfrancisco.firstname.lastname@example.org
Financial Planner Associateadrian.email@example.com
Financial Planner Associategabriel.firstname.lastname@example.org
Financial Planner Associatecarolina.email@example.com
Financial Planner Associatefrancisco.firstname.lastname@example.org
Sales Manager / Vice Presidentmildred.email@example.com
Sales Manager / Vice Presidentyolanda.firstname.lastname@example.org
Retirement Specialist Senior / Assistant Vice email@example.com
The financial plan entails a cost, which may vary according to contracted analysis. The suggestions and recommendations included in the client’s financial plan are offered as a financial orientation with no guarantee as to the performance or yields of any insurance or investment product that may be acquired according to such recommendations. Banco Popular de Puerto Rico, its subsidiaries and affiliates, are not engaged in providing legal, accounting, or tax advisory services. If you require legal, accounting, or tax advice services, you should consult a professional specializing in these areas.
Investment products and services are offered by Popular Securities LLC, "registered broker dealer," a member of FINRA and SIPC. Popular, Inc. and Banco Popular de Puerto Rico are not registered securities brokers. Popular Securities is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Securities are offered. Investment products are not insured by the FDIC, or by any other government agency, are not deposits or obligations and are not guaranteed by the Banco Popular de Puerto Rico or subsidiaries and/or affiliates; they involve risk and may lose value, including the loss of the invested principal.
Insurance products and services are offered by Popular Risk Services, an insurance producer duly authorized by the Office of the Insurance Commissioner of Puerto Rico. Popular Risk Services is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Risk Services are offered. Insurance products are not insured by the FDIC, or by any other government agency, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico or its subsidiaries and/or affiliates. Some insurance products may lose value.
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™; CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
CIMA® is a registered certification mark of the Investments and Wealth Institute®, Inc., in the United States of America and worldwide.
Chartered Mutual Fund Counselor℠ or CMFC®;is a trademark and/or registered service marks of the College for Financial Planning in the United States and/or other countries.
RMA®, and Retirement Management Advisor® are trademarks of the Investments and Wealth Institute®, Inc. in the United States of America and worldwide.
1The Certified Financial Planner Board of Standard, Inc. is the owner in the United States of the CFP® Certified Financial Planner trademark, which is granted to individuals who successfully complete the initial and ongoing requirements for certification as established by the CFP Board.
2The Investments and Wealth Institute®, Inc. is the owner of the CPWA® Certified Private Wealth Advisor trademark. Its use indicates that the user has completed the initial and subsequent credential requirements for certification.
Our Wealth Management services are available to clients who maintain deposits and / or investments of $ 500,000 or more in Popular.