PROFESSIONAL BACKGROUND

Luis Cruz is a Financial Services Professional who joined the firm in 2019. For thirty plus years, Luis has been providing guidance and assistance to professional women, business owners and institutions by helping them gain financial security through financial organization. Luis strives to help his clients achieve greater results by guiding them through a series of steps:  first by helping them build a strong foundation in protecting the milestones already achieved, second by helping them diversify their portfolio through systematically reviewing, reallocating, and organizing their holdings, and third by helping his clients understand how each financial decision affects each area of their financial goals (i.e., protection, assets, liabilities, and cash flow).

Luis serves on the Area Agency on Aging, Region One, Board of Directors.  He holds FINRA Series 6 and 63 Registrations and is Life, Accident and Health licensed.

In his free time, Luis enjoys sky diving, scuba diving, and spending time with family and friends.

CRN202409-868443