With more than 15 years of experience in financial services, Rene focuses on a professional consultative approach, benefitting clients in the areas of making educated financial decisions, as they strive to achieve goals and preparing for life’s changes. By executing on integrated financial strategies designed to ease client’s concerns, Rene is able to make you comfortable with financial concepts while helping you take manageable steps towards achieving your goals. These wealth management and financial concepts he has mastered are typically, but not exclusively associated with retirement and education planning, risk and investments, wealth management, business continuation and corporate benefits. His extensive professional experience in Multimedia and Technology with reputable international corporations such as Sony and Harris Corporations, in international markets, allowed him to better understand and serve clients in diverse business sectors. “Due to my electronic engineering background and having worked many years in Senior Management positions in the Technology industry, I honed my skills at managing diverse operating procedures and people, towards a collective goal that benefits the overall group. That translated very nicely to the financial sector, where connecting clients, in an integrated way, with the right financial products to satisfy their particular needs is key.” Contributing to Private Client Group’s mission in delivering integrated financial strategies to meet and exceed your highest expectations is what drives Rene’s commitment to his clients.
CA Insurance License # OI17425
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