Annuities come with a number of benefits, such as protection from loss, guaranteed retirement income and legacy solutions for your loved ones. But did you know that annuities have tax-deferred growth? No taxes are paid until you start receiving payments or making withdrawals. So your money can grow faster than it would in a product without tax deferral. Watch this video or set up a phone call to learn more.
Rates can be locked in at over 5% or indexed to the stock market. Learn more today!
Wilfredo was born in Havana, Cuba and raised between NYC and Miami from the age of 6. His father was in construction and taught him everything from building to electrical. Traits you don’t normally find in a Corporate Accountant / CFO, yet these are the very things that make him shine. Whether you are designing a new company or rebuilding an existing one, having him on your team is an invaluable asset. He is no stranger the struggles of entrepreneurship, he has helped many companies take the steps necessary to make it to the next level.
With over 30 years of extensive experience in strategic planning, budgeting, and corporate finance, there is no doubt he can help your business reach its goals. Having worked in a myriad of industries such as Architectural, Engineering, Healthcare, Internet & Satellite Provider, Government, IT Network Infrastructure, Manufacturing, Broadcast/Media Entertainment, Production Advertising, Marketing and Public Relations, there is almost no obstacle he hasn’t already encountered.
Wilfredo holds a bachelor’s in finance from Barry University and an Executive MBA from Florida International University. He also has a demonstrated track record of maximizing business opportunities and consistently achieving corporate financial performance goals. He is recognized as a hands-on expert problem solver who can rapidly resolve cross-functional business process problems, formulate strategic plans, and implement change for the benefit of the company’s bottom line.
When not leading companies, Wilfredo enjoying fishing with his teenage boys, Daniel & David and traveling with his wife Iris.