Check the background of this investment professional on FINRA's BrokerCheck
“I make it my passion to discover opportunities for our members. With short-term volatility and market uncertainty, investors can face what seems like insurmountable challenges. I strive to guide our members on how to overcome these obstacles. Let’s work together on creating a custom strategy to fit your family’s financial goals.”
Pedro uses his in-depth knowledge of DROP programs, Deferred Compensation Plans, and Retirement Rollovers to create holistic financial plans that reduce risk and protect assets. He provides members valued second opinions on existing portfolios, including tax-advantaged investing strategies, college savings, estate planning and intergenerational asset transfers.
Education and Experience
Pedro studied Architecture and Business Administration at the University of California, Berkeley. He has worked in the financial services industry since 2006 and joined Firehouse Financial in 2014.
Pedro is a Financial Advisor through CUSO Financial Services, L.P. (CFS). He holds his Series 7 and Series 66. He is securities licensed in: AZ, CA, CO, FL, HI, ID, KS, MI, MT, NE, NV, NM, NY, OR, PA, UT and WA. He is also insurance licensed in CA and KS.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax or legal guidance. For such guidance please consult with a qualified professional.