Current Role and Professional Background:
As an Associate Advisor, Antonio oversees the day-to-day relationship with his clients, addressing their financial advisory needs, participating in client meetings, and servicing their accounts. Prior to joining Goodman Financial, Antonio was a financial planner providing clients with retirement scenario analysis, cash flow needs analysis, tax efficient strategies, and distribution planning. Antonio has over 25 year of experience in Corporate management.
Education:
Bachelor of Business Administration & Economics, University of Barcelona, Spain, 1990
Master in Operations and Production Management, IE Business School, Spain, 1996
International Management Program, IPADE, 1998
Certified Financial Planner Graduate Certificate Program, Rice University, 2015
CERTIFIED FINANCIAL PLANNERTM Professional
