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Francisco is a bilingual educational specialist with a demonstrated track record working in the financial services industry. He passionately assists clients of all backgrounds to help them seek to understand their financial opportunities, secure their future, and protect their loved ones.
As Vice President, Financial Wellness and Employee Engagement, Francisco is responsible for managing relationships with our retirement plan participants and delivering customized financial planning and retirement educational programs.
When asked to sum up what he does in one sentence: “My passion is educating employees to become informed investors in an effort to help them achieve their retirement goals.”
Francisco is very family-oriented and loves travelling around the world with his wife and kids. He moved to the United States in his early 20’s for an International Exchange Program to work in the financial industry focusing on developing strategies for the Hispanic market and supporting the Hispanic community. He loves soccer, both as a player and a fan, and is always ready for a game.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
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