Socia Fundadora
“El éxito financiero se trata de
planificar de forma proactiva para
lograr objetivos en lugar debr
reaccionar a los problemas
que puedan surgir”.
Cristina tiene más de 25 años de experiencia como asesora financiera con éxito comprobado trabajando con personas y familias estadounidenses y sudamericanas prosperas, principalmente de México y Venezuela.
Cristina se toma el tiempo para comprender las necesidades y objetivos únicos de cada cliente para desarrollar relaciones significativas, estrategias personalizadas de administración de patrimonio y soluciones personalizadas. No solo ofrece a sus clientes un análisis integral y una ejecución eficiente de las decisiones de inversión, además les ofrece tranquilidad al ir siempre más allá a través de relaciones de confianza, lealtad y comunicación proactiva.
Mantiene sus registros y licencias Series 6, 7, 63, 65 de renta vitalicia y variable. Se graduó de la Universidad de Miami con una licenciatura en Marketing y Administración de Empresas.
La motivación diaria de Cristina es anteponer los mejores intereses de sus clientes y brindar un servicio excepcional las 24 horas del día, los 7 días de la semana.
DM Wealth Management Group is the “doing business as entity” through which Cristina Mendez, Zoraida Diaz, and Debra Tyler, investment professionals (“IP”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conducts securities and advisory activities DM Wealth Management Group is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit "https://insigneo.com/legalentities" for more information about the differences between these companies, their locations, and what that means for you.
Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Please consult your Investment Professional for any recommendation regarding your specific financial situation.
Click on the following links to view ISEC Reg BI Client Relationship Summary (“Form CRS”) and IAS Form ADV Part 3 CRS.
The following content is provided by Insigneo, the firm through which DM Wealth Management’s investment professionals offer brokerage and advisory services. Visit insigneo.com to learn more.