Fulcro Fiducial

21/05/2026

Memorial Day | Honoring Their Legacy

Today, we pause to remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and love for others will never be forgotten.

For many families, Memorial Day is not just a long weekend—it’s a deeply personal reminder of loss, resilience, and the importance of protecting what matters most.

At Fulcro Fiducial, we believe honoring their legacy also means taking care of those they left behind. Financial security can never replace a loved one—but it can provide stability, dignity, and peace of mind during life’s most difficult moments.

As we reflect today, we gently encourage every family to consider: Have you taken steps to protect the people who depend on you?

Because the greatest expression of love is making sure they are cared for—no matter what tomorrow brings.

We remember. We honor. We protect.

14/05/2026

Celebrating Accountants Week by recognizing the professionals who drive financial clarity and business growth.

At Fulcro Fiducial, our commitment to the community goes beyond advisory—we actively engage, collaborate, and contribute.

We’re proud to have Daniel Gonzalez-Maisonet CPA/PFS, MBA represented our firm at the Puerto Rico State Society of CPAs Financial Planning Forum, sharing insights that empower our profession.

Together, we strengthen the future of financial planning in Puerto Rico.

21/04/2026

In a recent interview with TheStreet, Daniel González‑Maisonet of Fulcro Fiducial shares key considerations for individuals evaluating Puerto Rico as part of their retirement strategy—from financial planning to long‑term decision‑making.

If you’re thinking about retirement in Puerto Rico, informed guidance matters.

🔗 Watch the interview:

Daniel Goznalez-Maisonet, CPA/PFS, MBA
Managing Partner, Financial Planner & Wealth Management Advisor
420 Ave. Ponce de Leon, Ste 313, San Juan, PR 00918
838-450-5247
[email protected]
www.fulcrofiducial.com

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Cetera Wealth Services, LLC, exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. The opinions contained in this material are those of the presenters, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC, cannot guarantee or represent that it is accurate or complete.
Robert Powell is not affiliated with or registered with Cetera Wealth Services, LLC. Any information provided by Robert Powell is in no way related to Cetera Wealth Services, LLC or its registered representatives.

A CPA explains why Puerto Rico’s tax advantages may benefit some retirees more than others.

16/04/2026

Fulcro Fiducial is expanding.

We’re proud to announce the opening of a new location—marking an important step in how we continue to grow alongside our clients and partners:

📍 Atlanta, Georgia

This expansion reflects our commitment to delivering fiduciary-focused financial planning and wealth management with greater proximity, accessibility, and long-term partnership in mind.

As our clients’ needs evolve across markets, our approach remains the same—providing clear guidance, disciplined strategy, and integrated solutions that help protect and grow what matters most.

Grateful for the trust of our clients, partners, and professional network. Your confidence continues to drive our growth.

Here’s to building stronger relationships and shaping the future—together.

29/08/2025

Celebrating the 45th Anniversary of Fulcro and the First Year of Fulcro Fiducial

On behalf of our CEO, Ramón Perez Blanco, and our President, Enrique Perez Blanco, I, Daniel González-Maisonet, Managing Partner of Fulcro Fiducial, extend our heartfelt gratitude to all our clients and contributors.

Fulcro celebrates 45 years of growth, service, and client trust, thanks to our dedicated team. We're also marking one year since launching Fulcro Fiducial, highlighting our ongoing expansion and future focus.

The 'Mastering the Balance in Your Favor' celebration highlights our commitment to serving clients responsibly, with integrity and vision. Fulcro Fiducial is proud to be a 100% Puerto Rican company dedicated to excellence.

We are committed to growing together, with the fiduciary responsibility that defines us, and with the conviction that the best path is one traveled as a team, with purpose and passion.

Thank you for being part of our story. Here's to many more milestones ahead!

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17/07/2025

A heartfelt thank you to Fulcro, our parent company, along with Fulcro Insurance, Fulcro People, and the entire Fulcro Fiducial team for organizing an unforgettable summer event!

It was the perfect way to celebrate our first anniversary as Fulcro Fiducial — a year of growth, collaboration, and shared success.

Thank you for making it all possible. Here's to many more milestones together!

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23/05/2025

This Memorial Day, We Remember.

Today, we pause to HONOR the brave men and women who made the ultimate sacrifice in service to our country. Their courage protects the freedoms we hold dear—including the freedom to build secure, meaningful futures for the ones we love.

At Fulcro Fiducial, we believe that living with purpose includes planning with integrity. As fiduciaries, we’re committed to serving our clients with the same values we honor today: duty, trust, and responsibility.

To those we’ve lost, we REMEMBER you.
To the families left behind, we STAND with you.
And to all who serve: THANK YOU.

This Memorial Day, we honor the past—and help you plan for the future.

16/05/2025

Armed Forces Day | Honoring Service, Supporting Futures

Today, we salute the courage, sacrifice, and dedication of our Armed Forces. At Fulcro Fiducial, we believe that true service deserves true support—especially when it comes to financial well-being.

As fiduciaries, our duty is to always act in your best interest. Whether you're on active duty, transitioning to civilian life, or planning for retirement, we're here to help you navigate your financial mission with clarity and purpose.

🎖️ To those who serve and have served: THANK YOU!
We're honored to serve you in return—with the guidance and integrity you deserve.

Fulcro Fiducial. Trust. Transparency. Service.

02/05/2025

🎉 ¡Feliz Cinco de Mayo!

Today, we honor a spirit of resilience, independence, and celebration—values we hold close at Fulcro Fiducial.

As fiduciaries, we’re here to help you navigate your financial journey with clarity, transparency, and your best interest at heart. Whether you're planning for retirement, growing your wealth, or just getting started, financial freedom is worth celebrating every day. 💼💰

Let’s raise a toast (or a taco 🌮) to:

✅ Smart investing
✅ Transparent advice
✅ Long-term wealth strategies
✅ And living life on your terms

From all of us at Fulcro Fiducial—Happy Cinco de Mayo!

02/05/2025

CONGRATULATIONS!!!

20/04/2025

🌿 The Meaning of Easter in Wealth Management | Fulcro Fiducial 🌿

Easter is a powerful reminder of renewal, hope, and growth—principles that also shape a strong wealth management strategy. Just as Easter symbolizes new beginnings, financial planning is about creating a prosperous future built on wise decisions and lasting values.

At Fulcro Fiducial, we see Easter’s message reflected in key financial principles:

🔄 Renewal – A fresh opportunity to reassess and optimize your financial plan.
🌱 Growth – Just as seeds take time to flourish, disciplined investing leads to long-term prosperity.
🛡 Resilience – Challenges may come, but a well-structured strategy helps build financial security.
🤝 Legacy & Giving – True wealth is measured by the impact we leave behind.

This Easter, let’s embrace the principles of renewal and strategic growth, working toward a future filled with abundance and security. 🌸💰