Alfredo loves helping people feel clear and confident about their financial picture, taking something that can feel overwhelming and making it approachable. He enjoys bringing his engineering rigor and thoughtful risk management to the work, and genuinely enjoys diving into the details. A lifelong learner, Alfredo is passionate about the financial markets and the doors they can open: building wealth, securing the future, and creating real possibilities for more people.
Alfredo loves staying active, whether that’s playing sports or getting out on a good hike. Travel is a shared passion with his wife, and the two of them make a point of visiting one new country together every year to celebrate their anniversary. Born and raised in Costa Rica, he’s especially grateful to have explored his home country’s natural wonders as an adult, from its coastlines to its rainforests. Closer to home, you’ll often find him hosting friends and family or seeking out a new restaurant to try with his wife. More than anything, Alfredo values being present for the people he cares about and showing up when it matters most.
Alfredo lives in the Briarcliff area with his wife, Bailey, and their labradoodle, August.
