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Esteban T

Series 66

Miami, FL

Tlg Advisors, Inc.

Esteban Tormen is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc, Passerelle Solutions, UBS Financial Services, and EFG Capital Advisors. Outside of his advisory role, he is involved with Passerelle Solutions, which provides insurance and premium finance consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Fernando P

Series 66

Miami, FL

Tlg Advisors, Inc.

Fernando Pou is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has held roles at multiple firms including Insight Securities Inc. and UBS International Inc. Outside of his advisory work, he serves as Senior Vice President at Passerelle Solutions, where he focuses on life insurance solutions. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring based on fundamental analysis and Modern Portfolio Theory, offering both advisory and digital program solutions.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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