Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
As a bilingual, licensed insurance professional in Tampa, Florida for nearly 14 years, it has been my passion to provide people with a deep understanding of their employer-sponsored benefits by taking the time to know them well, enabling me to craft the best possible recommendations that are in their best interest for financial success. Taking a personal interest in others, including those in my Spanish-speaking community, has resulted in families using the benefits they’ve earned, but may not have been clearly explained until our work together. My passion is to also help folks who find themselves on a hamster wheel and/or sinking in debt. We offer a software program that works as a Financial GPS utilizing AI to cancel interest, pay off mortgages, and credit card debt in 7-9 years (as opposed to the 30-yr mortgage). Simultaneously, we are assisting clients in building their own banks, not necessarily having to borrow from a bank again. We utilize the infinite banking concept for wealth-building using an Indexed Universal Life (IUL) policy -- opposed to a Whole Life plan. This drive to connect with others and empower through knowledge led me to become an MPI® Certified Advisor creating a retirement plan on your terms using the exponential growth of Compound Interest. MPI®(MaximuWem Premium Indexing), is an innovative strategy for retirement income planning applying the power of compound interest to produce secure, robust, and reliable retirement income. Though Einstein may have coined the phrase, “compound interest is the 8th Wonder of the World”... We help families apply the principle. As a Certified Financial Fiduciary®, I am on a mission to earn the trust of every single client by knowing them, their goals, and their dreams and, ensuring an intelligently built "Full Retirement" strategy is delivered--best practices, every time. Even though we take your financial future seriously, you may come to learn that I have a great sense of humor, therefore can be lighthearted when the time is right. A mother of three myself (one a Type 1 diabetic) and, a grandmother of one, our clients’ natural commitment to the future of their children is one I share. This commitment of mine can be seen in my support of the Juvenile Diabetes Research Foundation as well as Cosmopolitan.org, providing life-saving, canine companions to diabetics so they may live independently and safely. We help you achieve the retirement you deserve (on your terms) and, offer the real opportunity to begin a strategy that will enable families to seriously start building Generational Wealth.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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