As a member of the SWBC Wealth Management team, Ernesto values the personal relationships he has with his clients. More than just their advisor, he serves as a partner working with them to help uncover and address financial needs and concerns. Ernesto emphasizes listening and learning in order to develop strategies personalized to each individual and their unique goals.
Ernesto is devoted to ensuring financial peace-of-mind by developing solutions that address:
• Asset Preservation • Insurance
• Retirement Planning • Estate & Legacy Planning
Prior to joining SWBC in 2016, he was a Senior Investment Associate with JPMorgan Chase and an agent with State Farm Insurance. Ernesto earned his degree in Computer Information Systems. He holds FINRA Series 7, 63 and 66 licenses.
Check the background of this investment professional on FINRA's BrokerCheck.