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 a Registered Representative and the Office Manager at The Retirement Planners USA LLC. Her role is to coordinate and oversee administrative duties in the office and ensure that the office operates efficiently and smoothly, serve as a resource, including being available to answer question from staff and help resolve problems. Esmeralda is currently being trained to become a Certified Financial Planner® to better serve both our current and future clients.
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.