I am the C.E.O. of New York City-based MarFi Advisors, a business scaling, affluent market, and Linkedin coaching firm to million-dollar financial advisor teams.

My profile highlights include:

➢ Over 38 years of sales and marketing consulting experience
➢ Former Financial Advisor at Merrill Lynch headquarters
➢ Coach to Multi-Million Dollar Financial Advisors across the U.S. for over 16 years
➢ Online sales and marketing course developer
➢ Founder of Linkedin Group – Marketing to High-Net-Worth Investors
➢ B.S. – Finance and M.B.A. – Total Quality Management and International Business

I'm focused on helping financial advisors scale their marketing strategies to attract and retain high-net-worth private clients. My clients include professionals with the following job titles and descriptions:

➢ Financial Advisors | Financial Advisory
➢ Financial Planners | Financial Planning
➢ Wealth Managers | Wealth Management
➢ Investment Managers | Investment Management

I am a New Yorker by heart and have lived here most of my life. I've always been passionate about art, culture, and history. In off-market hours I can be found roaming MOMA, The Met Museum, and the Columbus Circle area with my headphones on and listening to classical pop covers. My favorite is YouTube's "Bohemian Rhapsody" by Queen, performed live on cello, piano, and string quartet by Brooklyn Duo and the Dover Quartet.

My parents were born in Puerto Rico. I was born and raised in Brooklyn and the first person in my family to go to college. I am a proud 9/11 breast cancer survivor. My pride, truest love and masterpiece in life is my high-school-age daughter.

Like I advise my Linkedin coaching clients, I will happily accept requests to connect with those I feel I can most be of service to. That strictly includes financial advisors, investment advisors, financial planners, wealth managers, insurance brokers who focus on an affluent clientele, and management from all of the above. Please feel free to send me a connection request on LInkedin if you fall into one of those categories.