Sarif La Torre Euscatigue
As a dedicated financial advisor, I focus on empowering first -generation immigrants and entrepreneurs to achieve financial stability and success. Understanding the unique challenges and opportunities faced by my clients, I provide personalized financial strategies for building wealth, managing investments, planning for the future, and preserving assets. With a commitment to education and cultural awareness, I aim to simplify complex financial systems, equip my clients with the tools they need to thrive, and help them turn their dreams of financial independence and business growth into reality. We are driven by integrity and a genuine commitment to our client’s success. At the core of our practice lies what truly matters to us, building long-lasting relationships based on trust and results.
As a Financial Advisor, I work closely with successful individuals, entrepreneurs, business owners and C-suites executives across Florida, to help them work towards the future they envision. I consider myself as a financial quarterback, offering a conduit of the firm's fortress and global capabilities so my clients can pursue their financial goals all in one place. I educate individuals about the wealth planning process and care of the breadth of their needs, helping to free them to focus on what they do best.
I take pride at being a first-generation immigrant and I believe that being able to overcome many obstacles while I build a successful career in corporate America, has given me a different approach and fresh perspective about how I do business and the value I add to my client's financial life.
I was born and raised in Peru, and I have a degree in Hospitality Management at San Martin de Porres University in Lima, Peru. A pivotal move to Miami 13 years ago led to an enriching internship in a Luxury Boutique Resort in The Florida Keys, where I met magnificent people and was able to adopt English as my second language.
Transitioning into banking at Bank of America in 2013, while pursuing a Business Administration Degree at Florida international University. I graduated in 2016 and shortly after, I was hired by Merrill in 2018, obtaining my Series 7 and 66 FINRA registrations. In 2020, while facing a global pandemic, I earned the Chartered Retirement Planning Counselor™ CRPC™ designation further solidifying my commitment to providing top-tier financial planning to retirees and those approaching retirement. This year, I added to my credentials by passing the Florida 2-15 Life, Health, and Variable Annuity License, enabling me to offer a range of services to your unique needs.
I'm a strong advocate of maintaining a balance lifestyle and practice any type of sports. I used to participate in swimming competition as a teenager and nowadays, I keep engaging in various physical activities such as Yoga, Pilates or High Intensity training. However, my true passion lies in running, a hobby that not only keeps me physical active but also serves as a source of balanced and decompression in my life.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
