“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.”
Specialty
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 Firefighters First Credit Union in 2014.
Pedro is a Financial Advisor through LPL Financial. He holds his Series 7 and Series 66 licenses.
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States Covered
Southern CA
Branches Covered
Southern California