Gloria uses her diverse background to assist individuals, families and businesses to develop and implement financial strategies. Her responsibilities include consultative planning development with a focus on portfolio constructions, charitable planning and implementation of retirement strategies for professionals and women business owners. “Like AIbert Einstein famously said, ‘I strive to not just be a success, but rather to be of value to my clients’ in my approach to their financial needs.” This value is also what she brings to everything she helms, such as her role leading the Women’s Marketing Group for Equitable Advisors, LLC in Miami.
CA Insurance License # 4321426