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Francisco W
Series 66
San Diego, CA
Asesoria Financiera Independiente, Inc.
Francisco Watkins is the sole advisor at Asesoria Financiera Independiente, Inc. in San Diego, CA, holding a Series 66 designation with 16 years of industry experience. He has worked at the firm since 2011, focusing on independent financial advisory services. Asesoria Financiera Independiente, Inc. provides fee-only, nondiscretionary investment advice primarily to families and family-held trusts. The firm employs a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios, serving a concentrated client base in Mexico and emphasizing currency-aware, internationally diversified investments without the use of margin, short sales, derivatives, private equity, or hedge funds.
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