Wilton is a professional with a bachelor's degree in Economics from the University of Puerto Rico, Mayaguez Campus. He has vast risk management experience as an insurance agent; he also holds life, health and disability insurance licenses. Wilton is passionate about finances; he is currently pursing his financial and advisory licensing through Kaplan Financial Education.
As a Client Services Associate on behalf of Daniel González-Maisonet*, he supports the advisory team and makes sure that every client is well served on a personalized basis. He works in line with the “fiduciary” spirit with a simplified financial planning approach under the “4-Squares” of a financial plan that Fulcro Fiducial offers: Cash & Debt, Risks & Insurance, Tax-Financial and Investments Management.
*Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.