Alfonso Figueroa, DBA

Senior Vice President
Hato Rey, PR Office
(787) 640-2286
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Alfonso joined the firm as a financial advisor after ten years at Equitable, where he achieved the firm’s Centurion award for production three years in a row and was named a National Leader in one. Before that, he spent 20 years working as a professional tax planner. He is passionate about financial education, working with his clients so that they understand and participate in key decisions about budget planning, tax planning and debt management. He specializes in helping clients make the transition from working life to a financially secure retirement. His doctoral thesis titled “Financial Planning: Key Factors when Retiring in Puerto Rico” has become a cornerstone study on improving financial literacy in the island.

Figueroa holds FINRA License Series 6 and Series 63 licenses. In his spare time, Domingo spends time with his family in the beach town of Boqueron. He also does extensive charitable outreach providing pro bono tax preparation services in low income and undeserved communities.

Education

  • Doctorate in Business Administration, Universidad Ana G. Mendez
    2013-2018
  • M.B.A Marketing, Universidad Ana G Mendez
    1992-1995
  • B.B.A Economics, University of Puerto Rico
    1983-1987

Areas of Expertise

  • Tax Strategies
  • Income Distribution
  • Estate Planning
  • Retirement Planning

Registered Representatives in this office are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Investment Advisory services offered through Cybele Capital Management, a registered investment advisor. Cybele Capital Management and/or Cybele Capital Securities are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. The Investment Adviser Representative of Cybele Capital Management offers investment advice with residents of a SEC/jurisdiction for which they are properly registered or where excluded from registration requirements. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
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