As a Financial Advisor, Geraldo enjoys listening to his clients’ life stories to understand what is most important to them and helping them plan to meet their goals. He believes a custom-tailored, comprehensive financial plan is the foundation for every client to achieve financial peace of mind.
Geraldo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Asset Management SpecialistSM (AAMS ®) with 8 years of industry experience. He completed Rice University’s CFP® Certification Education Program and holds a Bachelor of Science in Journalism from Texas A&M University.
Earlier in his career, Geraldo was a director of compliance for a law firm in Washington, D.C. and previously served as special assistant to the mayor of Indianapolis.
Geraldo is originally from Rosenberg, Texas. He lives in Houston with his wife Amber and their dog, Moe, a Shih Tzu. He is active in the arts as his hobby, having written and produced plays, books, short films and also volunteers with the Houston Latino Film Festival.
In his free time, he loves biking across Houston’s parks and trails, seeing new plays and films and trying new restaurants.
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