Joaquin is committed to delivering a disciplined process to help clients successfully reach their financial goals and objectives. Focusing on retirement planning & income strategies, Joaquin holds the Chartered Retirement Planning Counselor™, CRPC™ designation from The College for Financial Planning Institutes Corp. He has earned a Master of Business Administration (MBA) degree from Lynn University. He also holds Series 7 and 66 FINRA registrations and is registered in multiple states.
A native to Metro Detroit, Joaquin supports multiple community-based organizations. Joaquin has a passion for volunteerism and mentoring the youth. He and his wife reside in Farmington Hills, where they enjoy spending time with family, streaming a great TV show/movie and being physically active.
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.
