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Rene A. Negron, MBA

Rene A. Negron, MBA

Financial Advisor/Retirement Planning Specialist

My commitment is to being an ethical and dedicated professional, with the passion and product knowledge to help clients define customized strategies to achieve their financial goals and objectives. Utilizing a consultative planning process, an individualized roadmap is created, to help visualize, prioritize and address current and future financial needs and concerns. This process allows to define and evalute strategies and related financial products, that are set with client’s financial goals in mind.

With the resources and team support of Equitable Advisors, and my Private Client Group Partners, I am able to help clients execute customized strategies in:

1.Wealth Protection and Risk Management; Life, Disability, Long Term Care and Health Insurance;

2. Investment Accounts: Brokerage, Advisory, IRA Rollovers and 529 College Funding;

3. Retirement: IRA, 401K/Profit Sharing, Defined Benefits, SIMPLE IRA and SEP IRA;

4. Business Continuation: Buy/Sell Agreements Funding and Key-Man Insurance;

5. Wealth Transfer: ILIT Funding, Income Protection and Estate Preservation.

I hold a Bachelor’s degree in Electronic Engineering in Telecommunications and a Masters Degrees in Business Administration. As well, I hold the FINRA Series 66 and 7 registrations, and am licensed in Life, Health and Annuities. In 2008, I was 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.

A resident of the City of DoraI since 1990, I take pride in actively participating in Miami-Dade’s community. Currently serving as a Board Member of the Coral Gables Chamber of Commerce, and a proud member of South Miami Rotary Club. I am also a dedicated and active parishioner of “Our Lady of Guadalupe” Catholic Church in Doral.

This website is intended not only to search for many financial concepts and information, but as well to provide access to updated educational content such as interactive calculators, newsletters, timely special reports, motivating eSeminars, among other valuable resources.