Your wealth, our commitment.
Knowledge is the foundation for intelligent, well-considered decisions. When you have a retirement or another financial goal in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding the basics of personal finance can be daunting. From investments to retirement to insurance and everything in between, the decisions can be overwhelming.
At Grupo Cibeles, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and financial goals, we will develop a program that carefully balances investment strategies with your plan.
We also understand that today’s economic environment brings challenges. But along with adversity comes opportunities and potential rewards. We choose to see any situation with a “glass half full” mentality and see that it could be a learning opportunity. Our commitment is to utilize our wealth of knowledge and resources to help you pursue your goals.
We are confident that with our vast understanding of finance and investments and our training as financial professionals, we can help people and institutions better prepare for the future. We strive to help create financial stability and security for our clients.
We are a boutique, independent financial services company providing a flexible investment platform for private individuals, international family offices, institutions, and independent advisors. Because we are independent, you have access to a broad array of markets, asset managers, and opportunities beyond the limitations of ordinary firms.
Luis Antonio González, CIMA®, APMA®
Alfonso Figueroa, DBA
Aidelíz González Neris
Nancy Ramirez
Juan Otero Serrano, DBA
How we are different?
Our Commitment
At Grupo Cibeles, we will only make recommendations to you after doing our due diligence and determining the appropriate financial solutions for you.
As your trusted professionals, we believe in exceeding the status quo. We pursue rigorous and advanced financial certifications and regularly complete continuing education courses. In addition, we continually prepare for changes in the tax, legal, regulatory, and investment environment to aid you in making proactive decisions. By constantly increasing our knowledge on relevant financial topics, we can manage and help to protect your wealth responsibly – this is the core of Grupo Cibeles.
We believe that knowledge is power. Thus, it is of utmost importance to us that you are clear on your financial plans.
Knowing how you will get to your goal will empower you to achieve your financial goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and remind you of the importance of maintaining a disciplined approach to realizing your dreams.