Begin building your wealth to attain a secure lifestyle
and peace of mind.
Begin building your wealth to attain a secure lifestyle
and peace of mind.
Rowena Suarez is a wife, mother, Registered Financial Planner (RFP), Chartered Wealth Manager (CWM), Fellow Chartered Financial Planner (FChFP) and a Lifetime Member of the Million Dollar Round Table Club (MDRT). She is also a book author, fitness advocate and a philanthropist.
Ró is an accomplished business professional having been able to establish various entrepreneurial endevours since her early work life. Ró has been able to share her success with the extensive portfolios she holds for her vast clients. Her financial expertise serves as a cornerstone for the trust-founded relationship and realizations of financial goals.
Ró’s over 17 years of experience in the financial services industry has led her to gain knowledge on many aspects of future planning on savings, investments, wealth accumulation, and capital preservation.
We can help you. Consult with us today!