Sergio specializes in investments, annuities, insurance, and retirement planning for individuals, small business owners, as well as current and retired professional athletes. He works alongside his clients to help create tailored plans aimed at pursuing their long-term goals.
Sergio earned a full baseball scholarship to attend The University of Tampa. While at UTampa, he was named team captain and continued his success as a First Team All-American. He would finish his college baseball career by leading his team to their fourth National World Series Championship.
After graduating with his bachelor’s degree, Sergio spent 10 years in professional baseball. Then, he entered the world of finance and insurance. He is involved in the Association of Professional Ball Players of America, The University of Tampa Board of Trustees, and several community youth organizations that support the development of future leaders.
Sergio’s first-hand experience gives him direct insight into the distinctive needs of his clients, making him an invaluable resource.