Flavio is a Chartered Mutual Fund CounselorSM and joined our team after being a Financial Advisor for 4 years. He is responsible for the investment research, analysis, and trading for client accounts. Flavio was born and raised in Silicon Valley. He is a graduate of Bellarmine College Prep High School and he has a BS Degree in Finance from Santa Clara University.
Flavio’s California insurance license number is 0I36336.