Top advisors in Puerto Rico
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering financial advice in Puerto Rico if you're navigating local tax laws or planning for retirement in this unique jurisdiction. A common pitfall is working with an advisor unfamiliar with Puerto Rico's specific regulations, which can lead to missed opportunities or costly mistakes.
- Local tax expertise. Confirm the advisor understands Puerto Rico's tax incentives and how they impact your financial plan.
- Retirement planning nuances. Ask how they tailor strategies to Puerto Rico's retirement systems and benefits.
- Investment options in Puerto Rico. Inquire about their knowledge of local investment vehicles and market conditions.
- Regulatory compliance. Ensure they keep up with Puerto Rico's financial regulations to avoid compliance issues.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alejandro S
Series 65
San Juan, PR
Atlantis Investment Coaching, LLC
Alejandro Santiago is equipped to assist with financial planning in Puerto Rico, focusing on cash flow, budgeting, and retirement plans for business owners, which aligns with local retirement nuances. His flat-fee and hourly fee structures offer flexible payment options, and his firm's market-efficient investment philosophy emphasizes no-load and index funds, differentiating him from advisors with traditional asset management approaches.
Experience: 2 years
Avg account: $0
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Francisco T
Series 65
San Juan, PR
Strategic Wealth Partners, Ltd.
Francisco Texidor Figueroa is equipped to assist with financial planning in Puerto Rico, particularly for retirement plans tailored to business owners and equity compensation tax strategies. His experience at local banks and his Series 65 designation complement his role at Strategic Wealth Partners, Ltd., a firm managing $1.3 billion with diverse investment approaches. He offers flat-fee and tiered AUM pricing, serving individuals and corporate accounts, which may suit clients seeking varied fee structures and local expertise.
Experience: 3 years
Avg account: $422,293
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Jose Q
Series 66
San Juan, PR
Calton & Associates, Inc.
Jose Quinones Porrata is well-equipped to assist with financial planning in Puerto Rico, leveraging 33 years of experience and expertise in retirement plans for business owners and business exit strategies. Operating independently at Calton & Associates, he offers flat-fee and negotiable pricing options, combining advisory services with insurance products, which distinguishes him from others by providing a comprehensive approach tailored to local tax and retirement nuances.
Experience: 33 years
Avg account: $286,773
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Alexandra M
Series 66
Guaynabo, PR
LPL Financial
Alexandra Marquez is equipped to assist with financial planning in Puerto Rico, leveraging 15 years of experience and expertise in retirement plans for business owners and tax-loss harvesting. Operating from Guaynabo with LPL Financial, a large firm, she offers flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and access to a broad range of investment solutions supported by in-house research.
Experience: 15 years
Avg account: $399,489
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Patrick R
CFA®
Dorado, PR
Euro Pacific Asset Management, LLC
Patrick Rien's 14 years of experience and CFA® designation equip him to navigate Puerto Rico's unique financial landscape, including local tax and retirement planning nuances. Based in Dorado, he works with Euro Pacific Asset Management, a firm managing $1.36 billion with a focus on international exposure and active portfolio management, offering clients a blend of top-down and bottom-up investment analysis that distinguishes him from other advisors in the area.
Experience: 14 years
Avg account: $275,854
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