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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Jose E. Quinones, CFP®

Quinones Financial Group, LLC

654 Plaza Ave Munoz Rivera
Suite 923
Hato Rey, PR 00918-4123
View on Map
(787) 763-9936

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: Spanish, Italian, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
William J. Garity, CFP®

UBS Financial Services

250 Ave Munoz Rivera PH
San Juan, PR 00918-1801
View on Map
(787) 250-3250

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Fernando A. Navarro Castillo, CFP®

Navarro Castillo & Assoc

PO Box 23063
San Juan, PR 00931-3063
View on Map
(787) 758-8234

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management

Contact
Rafael J. Arthur, CFP®

Banco Popular de Puerto Rico

PO Box 362708
San Juan, PR 00936-2708
View on Map
(787) 281-7272

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Ruben M. Rodriguez, CFP®

Westernbank Puerto Rico

143 Calle Principe Guillermo
Estancias Reales
Guaynabo, PR 00969-5334
View on Map
(787) 790-7375

Compensation Method: Salary
Minimum Investable Assets: $500,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Retirement Planning

Contact
Alejandro M. Pascual, CFP®

Oriental Financial Services

Oriental Tower Piso 9
997 Marginal San Roberto
San Juan, PR 00926
View on Map
(787) 474-1993

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Contact
Alfredo Perez Gonzalez, CFP®

Lincoln Financial Securities Inc

Las Casonas C-14
Road 411 Km 1.7
Aguada, PR 00602
View on Map

2 Ave Nativo Alers Ste 1
Aguada, PR 00602-3259
View on Map
(787) 399-8988

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Long-Term Care

Contact
Rebecca E. Feliciano, CFP®

Santander Securities

#162 San Jorge St.
Apt. 601 The alexander cond.
San Juan, PR 00911-2182
View on Map
(787) 759-5370

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Rex Seymour, CFP®

Mass Mutual Financial Group

Hato Rey Ctr
268 Ponce de Leon Avenue
San Juan, PR 00918-2002
View on Map
(787) 949-3059

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Jorge Bravo, CFP®

UBS Financial Services, Inc.

250 Ave Munoz Rivera PH
San Juan, PR 00918-1801
View on Map
(787) 250-3235

250 Ave Munoz Rivera PH
San Juan, PR 00918-1801
View on Map
(787) 565-9028

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Cross-Border Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Contact
Maria Del P Catoni Prado, CFP®

Banco Popular of PR- Financial Planning Division (783)

PO Box 362708
San Juan, PR 00936-2708
View on Map
(787) 765-9800

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

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