As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Arturo has been named to:
-Forbes America's Top Wealth Management Teams
-Barron’s Top 250 Private Wealth Management Teams ranking
-Forbes Best-In- State Wealth Advisors
-Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
2023-2024 Forbes America's Top Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2024 Barron’s Top 250 Private Wealth Management Teams ranking
Source: Barron's.com (Awarded May 2024) Data compiled by Barron's based on time period from Jan 2023-Dec 2023.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Services Include
- Wealth Management
- Financial Planning
- Cash Management
- Estate Planning Strategies
- Retirement Planning
- Business Planning
- 401(k) Rollovers
- 529 Plans
Securities Agent: CO, CA, UT, OR, NV, MT, IL, WA, PR, NJ, AZ, VA, NC, KY, KS, IN, GA, MO, DE, AL, CT, TN, NY, MI, IA, AR, TX, PA, OK, DC, SC, OH, MA, LA, SD, WI, NE, MS, MN, MD, WY, NM, ID, HI, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261944
CA Insurance License #: 0H37221