Coral Gables, FL Office

Antonio Camejo is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Portfolio Resources Advisor Group since 2007 and has been affiliated with Portfolio Resources Group, Inc. since 1992. Outside of his advisory role, he serves as President of the Board for Investment Resources Int'l Inc., a company providing administrative services. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and a variety of investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms, model portfolios, and impact/SRI strategies, managing approximately $122 million in discretionary assets as of August 31, 2025.

Nancy Baquero Jimenez is a Series 65 licensed financial advisor with Portfolio Resources Advisor Group, Inc. She has 15 years of industry experience and has been with Portfolio Resources Group, Inc. since 2008. Outside of her advisory role, she is involved in real estate as a licensed REALTOR and property manager, and serves as president of the Villa Brickell Condominium Association board of directors. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets according to client-specific investment guidelines.

Nora Camejo is a Series 65-licensed financial advisor with Portfolio Resources Advisor Group, Inc., where she has worked since 2020. She has five years of industry experience and also owns and operates Design One Graphics, a freelance graphic design business established in 1993. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing client assets according to individualized Investment Policy Statements.

Aaron Katsman is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Portfolio Resources Advisor Group since 2008 and with Lighthouse Capital Ltd since 2009. Outside of his advisory role, Katsman is the author of a book on retirement and global investing, writes a weekly personal finance column for the Jerusalem Post, and serves as chairman of a synagogue board as well as a board member for a nonprofit organization focused on poverty. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms, model portfolios, and impact strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

Douglas Goldstein is a CFP® with 31 years of industry experience and has been with Portfolio Resources Advisor Group, Inc. since 2008. He also serves as director of Profile Investment Services and Profile Family Office, focusing on financial consulting and philanthropic services for wealthy clients. Goldstein is an author of several financial books and contributes writings to the Jerusalem Post, in addition to delivering lectures to various organizations. Portfolio Resources Advisor Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach utilizing third-party platforms and impact/SRI strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

Ricardo Larrazabal is a financial advisor at Portfolio Resources Advisor Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Portfolio Resources Group since 2016. Additionally, he serves as Executive Director of Solfin Casa de Bolsa, a Venezuelan securities brokerage firm, where he supervises accounting and administrative duties. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing approximately $122 million in regulatory discretionary assets as of August 2025.