I am the Co-Founder of Prominent Peak Wealth Management, dedicated to crafting personalized financial plans, with a focus on retirement planning, for our valued clients. My journey into the realm of finance began during my college years when I took on a role as a bank teller. This experience ignited my passion for the financial world, leading me to seize the opportunity to join the Financial Advisor in Training (FAIT) program. Eager to assist others in achieving financial independence and peace of mind, I embarked on this transformative path.
I earned my Bachelor's in Business Management from the University of Phoenix and have dedicated 14 years to the financial industry, gaining valuable experience at industry giants like JP Morgan and Wells Fargo. In 2021, I became a Retirement Income Certified Professional (RICP) through The American College.
Motivated by a commitment to community service, I identified a need for Spanish-speaking advisors to guide underserved individuals through financial decisions. This inspired me to step forward and address this need, focusing on serving the Hispanic community in and around Phoenix. Listening to my clients, understanding their needs, and prioritizing those needs have always been at the core of my approach.
My collaboration with Brendan led to the inception of our motto, "Together Towards Tomorrow." This philosophy underscores our dedication to teamwork and a client-centric approach at Prominent Peak. Raised by Mexican immigrant grandparents in the San Fernando Valley, I inherited a strong work ethic and entrepreneurial spirit from their small business. This early exposure taught me the significance of building genuine relationships with clients.
Currently residing in Avondale, Arizona, with my husband, Valentin, and our children—Alizah, Valentin Jr., and Damaris—alongside my grandmother. Outside of work, I find joy in Zumba workouts and other dance formats, embodying an avid learner's spirit. Whether reading and unraveling the intricacies of various subjects or relishing the present moment with my family, I'm grateful for every aspect of life.
For me, it's not just about financial planning; it's a personal mission to instill hope and peace in others. Each day, I'm thankful for the opportunity to bring hope and peace of mind to my clients as they navigate their financial futures.