With more than 18 years of experience in financial planning and investment management, Felix has the accumulated knowledge and perspective to help you with your financial goals. He believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with personal attention and a commitment to his clients’ best interests, that sets Felix apart.

Felix is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Felix works hard to enhance and preserve your investments while assisting you with your goals through long-term financial strategies using wealth management, retirement planning, estate planning, 529 education savings plans and more.

Originally from Puerto Rico, he is active in service to the community, which includes his tenure as past president of the South Sound Lacey Chamber of Commerce, previous board member of the local Rotary Club and currently sits on the financial board of his church. Felix and his lovely wife, Anna, have one daughter and two sons. Away from the business, he enjoys traveling, photography, tasting new foods, classic cars and spending time with family and friends.