Felix - Holistic Financial Planner
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Service type
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Introduction: Entrepreneurial Professional w/ 15+ Years’ Experience in Business Development, Finance, Real Estate & Investments | Helping others navigate their financial goals. Through building a holistic financial plan.
Overview
Background checked
1 employee
6 years in business
Payment methods
This pro accepts payments via Cash, Check, Credit card, PayPal, Stripe, Venmo, and Zelle.
Social media
Featured Projects
4 photos
Reviews
Customers rated this pro highly for professionalism, value, and work quality.
5.0
1 review
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Isabella S.
3 weeks ago
Felix took care of every corner in our financial plan and was very helpful. He also is a fiduciary advisor and gave us great advice based on the goals we have. I completely trust him and we'll be applying our plan and keep working with him and his team. Thanks for quick response and great planning.
Credentials
Background Check
Felix Rosario Cruz