Quiénes somos

En Asesoría Lidercale, transformamos tus finanzas con estrategias hechas a tu medida.

A friendly financial advisor discussing plans with a client in a cozy office setting.
A friendly financial advisor discussing plans with a client in a cozy office setting.
Close-up of hands reviewing financial documents with a calculator and laptop nearby.
Close-up of hands reviewing financial documents with a calculator and laptop nearby.

Trayectoria

Con más de 10 años asesorando a clientes, he ayudado a optimizar sus finanzas y planificar su futuro con estrategias claras y adaptadas.

Experiencia en inversiones y seguros.

Logros

Asesor Financiero

Lidercale

2015 - Presente

Diseño planes financieros personalizados para cada cliente.

Consultor Junior

FinanzasPro

2010 - 2015

Apoyé en análisis de riesgos y gestión de portafolios.

A professional financial advisor discussing strategies with clients in a modern office setting.
A professional financial advisor discussing strategies with clients in a modern office setting.

Galería

Momentos que reflejan nuestro compromiso diario

A financial advisor discussing investment plans with a client in a cozy office setting.
A financial advisor discussing investment plans with a client in a cozy office setting.
Close-up of hands reviewing financial documents and charts on a wooden desk.
Close-up of hands reviewing financial documents and charts on a wooden desk.
A team meeting where advisors brainstorm strategies around a table filled with laptops and notes.
A team meeting where advisors brainstorm strategies around a table filled with laptops and notes.
A smiling advisor explaining retirement planning options to an elderly couple.
A smiling advisor explaining retirement planning options to an elderly couple.
A bright office space with certificates and awards displayed, symbolizing trust and expertise.
A bright office space with certificates and awards displayed, symbolizing trust and expertise.