Taking the complexity out of personal finances
Growing up as the oldest of six children, Felix saw his parents work to ensure he and his siblings weren’t put into a situation where they needed to be concerned with their financial needs. He works with clients to incorporate financial strategies into their own goals, so that they are able to help provide for their families in the same way. He helps to set up a long-term, comprehensive financial strategy for his clients, so they don’t have to worry about their finances and instead are able to spend their free time on more important things. Felix works with young professionals and physicians to get the most out of the hard work they are currently putting in. Rather than simply seeing numbers on a sheet, he works to personally connect with every individual, taking time to understand the person behind the finances prior to the creation of a financial strategy.
Felix attended the University of Richmond where he earned a degree in Business Administration and Finance. As a huge football and soccer fan, you can expect to hear a few sports analogies while working with Felix. When not work, you can find him playing rugby or soccer, running, or hiking in the Shenandoah Valley.
- Comprehensive Fee-Based Financial Planning
- Debt Management
- Educational Funding Strategies
- Tax-Efficient Retirement Strategies
- Asset Protection
- Disability and Life Insurance
- Series 7
- Series 66
- VA Life and Health
Felix holds a webinar presentation twice a month for schools across the Northeast and in-person presentations once a month for teaching hospitals and private practices in Virginia and DC.
Felix is a registered representative and investment advisor representative of Securian Financial Services, Inc. 4169629/DOFU 1-2022