Support team with Dave Ramsey & Andres Gutierrez Profesional Recomendado programs
Alumni University of Houston, MBA
Likes running & going to the gym
Worked with multinational companies in finance consultancy
Will video conference with clients to make it easier
Alejandro joined Trilogy in 2019 and is proud to support his team with the Dave Ramsey and Andres Gutierrez financial freedom programs. He has dedicated his entire professional career to providing valuable insights into the Latin American Markets. He has had the incredible opportunity to work in Mexico, Chile, Brazil and the U.S., which has shaped his personality to provide him with a unique understanding of international affairs and the capacity to speak three languages fluently: English, Spanish and Portuguese.
He finished his MBA at the University of Houston, Downtown. In addition, he worked in different industries as a Financial Analyst, providing him with a strong background in financial planning. He has also worked internationally in the capacity of account specialist, project manager and management consultant. These roles have furthered his understanding of global economies and the value of constantly delivering his best to work towards client objectives. Living abroad and being part of multicultural teams has helped him to obtain skills in problem solving, adaptability and communication.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.