Coronavirus Update: We are well equipped to address your financial/investment/retirement planning remotely through telephone and video conferencing. Per CDC guidelines, mask wearing is now optional for in-office meetings. For those who were recently exposed, or who are experiencing symptoms, we ask that you inform us, wear a mask, and keep a safe distance. Please call us at 305-931-3200 for further details about our services during COVID-19.
Briana Arturo

Briana Arturo
Executive Assistant
Briana Arturo brings years of client service experience and her warm and calm disposition to her multi-faceted role. Hers is usually the first voice you will hear, or face you will see, when calling or coming in to our office. A California native who spent some time living in Colombia, she now lives with her young children in Hallandale.