As a Wealth Advisor, Liza offers clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. She works with high-net-worth families and business owners to establish customized solutions to help them achieve their unique financial goals.
Liza holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.
Liza is a native of San Juan, Puerto Rico and a graduate of the University of Central Florida. She serves on the board of the Central Florida Coalition for the Homeless and actively volunteers her time to organizations such as Habitat for Humanity, Second Harvest Food Bank, Junior Achievement, March of Dimes, United Way, and others.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
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