Team
Adam Weirich, CFA, CFP®
Area of Focus: Advanced Individual & Business Planning
CA Insurance License # 0F29386
Felix Martinez
Assistant Agency Manager & Marketing Director, California insurance license # 0K83697
Felix first joined the company in May 1991 and is an assistant agency manager and director of marketing for Equitable Advisors’ South Florida Branch. He developed and currently supervises the branch’s recognized Client Retention...
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Hugo Castro, CFP®, CLU, ChFC, LUTCF, MBA
Executive Vice President
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing...
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Jorge Gutierrez, CFP®
Director of Associate Development
CA Insurance License #0L85948CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP...
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Kevin Dooley, CFP®
Area of Focus: Investments and Wealth Management
CA Insurance License # 0E38624
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Luis G. Chiappy CFP®, CLU, ChFC, LUTCF
Executive Vice President
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing...
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