Luis Antonio González, CIMA ® APMA ®

President
Ponce, PR Office
(939) 545-8500
This email address is being protected from spambots. You need JavaScript enabled to view it.

Luis Antonio has been in the financial services business for more than 15 years, beginning as a private banker at the Banco Popular de Puerto Rico where he worked as Private Banker with high net worth clients and later serving as a financial advisor at Equitable for eight years. He holds FINRA Series 7, 63, 65 and 24. 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. Over many years of study and work with clients, Luis Antonio has developed an innovative approach to asset management that emphasizes broad asset diversification and current income. His goal is to provide clients with access to a wide array of quality tools and strategies to help them achieve their objectives. Luis Antonio spends his leisure time with his wife and two children, as well as playing golf, traveling, reading and following his alma mater's football team, the Miami Hurricanes. He enjoys nature and a good book.

Education

  • G.S. in Portfolio Management, Instituto de Estudios Bursátiles de Madrid
    2004
  • M.S Finance, Universidad Autonóma de Madrid
    2004-2005
  • B.B.A International Finance and Marketing, University of Miami
    2001-2004

Designations

  • Certified Investment Management Analyst® (CIMA®)
  • Accredited Portfolio Management Advisor SM (APMA®)

Areas of Expertise

  • Portfolio Management Retirement
  • Income Distribution
  • Estate Planning
  • Wealth Accumulation

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.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.

Copyright © Grupo Cibeles | Powered by AdvisorFlex®