Opportunity

Enrique’s clients have said that he brings them confidence knowing that no matter what life throws at them, he has prepared them for it. Through Enrique’s relationship they are confident in the fact that they will reach a successful retirement.

Philosophy

Enrique believes that many of the decisions that people make are based on emotions. Enrique knows that the best way to plan for his clients is by getting to know them. Knowing what their personal goals are, knowing what their financial goals are. This allows him to design a personalized step by step plan bringing unique thoughts and processes that benefit the individual client.

Background

I have 22 years of experience in the Insurance and Financial Services industry, I am very thankful to the many individuals and families that have trusted me with their insurance and planning needs. My clients are my friends and I value every single relationship.

Family

My family is my passion. My wife Julie and my son Enrique III are the reason I joined this industry. Family is important to me and I wanted to be there for anything and everything that my wife or son needed, and I have. Doctor’s appointments, lunch on the lawn, school plays, and even becoming coach “Dad” from soccer to martial arts. I am very fortunate to have a business that allows me to be a part of my family’s life.

MY APPROACH

Understanding that planning can be frightening to many people, I bring simplicity to an otherwise complex financial world.  I guide you through our Path of Confidence™ program, a step by step personalized planning process.  Together with an industry leading planning tool, The Living Balance Sheet^®, we work toward our Mission to help you financially produce and support a good life for the rest of your life.