About Us

Rene Negron's BIO

Rene Negron is a Financial Consultant with Equitable Advisor’s South Florida Branch; and a partner with Premier Client Group, a select group of professionals dedicated to Wealth Management and Asset Protection.

 With more than 25 years of management experience in cultural diverse environments and global corporations, Rene’s value-added consultative planning process is set to assess and understand client’s needs, educate them on their options, and execute customized plans, which may include life/disability insurance, investments account, retirement accounts/plans, estate transfer, business continuation, and executive/employee benefits.  This comprehensive process allows taking action on effective methods to protect, grow, utilize, and transfer financial wealth.

In 2003, prior to joining Equitable Advisors, a leader in the financial service industry, Rene held senior management positions at Sony Corporation and Harris Corporation operations in Miami, doing business in The Caribbean, Brazil, Mexico, Central and South America.

Rene is an Electronic Engineer in Telecommunications and Television from Universidad Simon Bolivar in Venezuela, earned a Master’s degree in Business Administration (MBA) with Financial Management and Marketing concentrations at Venezuela’s Instituto de Estudios Superiores de Administracion (IESA).

Rene holds the FINRA Series 66 and 7 licenses. He has also been awarded the title of Retirement Planning Specialist by Equitable Advisors, after receiving a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania. He was part of a select group of Equitable professionals attending this elite training program.

Rene is an active member of the community, including the Coral Gables Chamber of Commerce as a Board member, and as a founding parishioner at “Our Lady of Guadalupe” Catholic Church in Doral. Rene is also very active in the Rotary International Organization, as a member of South Miami Club.

Rene Negron resides in South Florida, in the vibrant City of Doral with his wife Isabel Cristina.



 


 

California Insurance License #: 0I17425

Rene Negron has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Private Client Group - www.pcgplanning.com - is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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