Luis Antonio González, CIMA®, APMA®

Managing Partner

Luis Antonio González has worked in the local financial industry for more than 15 years. Before founding CCM, he was a Financial Consultant at Equitable Advisors for 8 years and previously served as a Wealth Advisor for Banco Popular, Popular One division, where he oversaw over $100 million in assets for his private clients. Luis Antonio holds a BBA in International Finance and Marketing from the University of Miami, and a Masters degree in Banking and Financial Markets from the Universidad Autónoma de Madrid. He later obtained his portfolio management specialization from the renowned Instituto de Estudios Bursátiles (IEB), also in Madrid. In addition, he completed Retirement Planning training at the Wharton School of the University of Pennsylvania, and earned a Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute, and taught in conjunction with the Yale School of Management. González is the first Puerto Rican to hold the Accredited Portfolio Management Advisor SM designation from the College of Financial Planning.

Born and raised in Ponce, Puerto Rico, Luis Antonio enjoys spending time with his wife Nancy Estela and his two kids, Luis Antonio III and María José. He is an avid golfer, enjoys traveling and exploring the great outdoors. In his downtime, he enjoys reading about history and finance, and following his alma mater football team, the Miami Hurricanes.

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