Esmeralda began her management, sales, and marketing career with a publishing firm in Costa Rica. She was responsible for marketing to large firms such as Mercedes-Benz, Toyota, Honda, etc. In addition, she was in charge of preparing presentation materials to present to prospective clients and training/supervising new sales employees of the publishing firm. Esmeralda has a Bachelor’s Degree in Business and Management Organizational Administration from Pensacola State College. Esmeralda is an Investment Company Products/Variable Contracts Representative and a Uniform Securities Agent. She is also working to complete her FINRA Series 65 license to be a Uniform Investment Adviser within The Retirement Planners registered investment advisory.
Esmeralda is an investment representative and assists John with the managed money investments through TDA Ameritrade, all RIA compliance regulations, and the overall management of operations at The Retirement Planners. Esmeralda is currently being trained to become a Certified Financial Planner® to better serve both our current and future clients. Esmeralda is a full partner at The Retirement Planners, owning fifty-one percent share of the company stock.
Esmeralda has been married to John for twelve years and has two wonderful children, Anthony & Alisson. During her free time she enjoys spending time with her children, sewing, and the occasional opportunity to visit her family back in Costa Rica.