Coach
Rogelio Hernandez SalinasChartered Investment Manager (CIM), MBA in Finance & Strategy
What began as a passion for financial clarity has evolved into a dedicated mission to simplify the way my clients build wealth.
This isn’t just a consulting practice—it’s a reflection of the principles I live by, to help you navigate the complexities of wealth with a shared commitment to clarity, institutional-grade quality, and the care your family’s future deserves.
Ideal Clients
Mid Career
Pre-Retirees
Immigrants
Couples & Families
Expats
Focus Areas
Retirement Planning
Investing Basics
Home Buying
College Planning
Behavioral Coaching
Pricing
Flat Fee
Availability
Not accepting new clients
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