My Investment Path

My Investment Path Florida Registered Investment Advisor, focused on international element clients that invest or work in the US as professionals or business owners.

Focusing on international element clients that invest in the US as professionals or business owners, we help set the financial planning status quo and risk assessment to achieve their personal, and business goals aligned with their investment portfolio We help assess the financial planning status quo and risk assessment to achieve their personal, family and business goals aligned with their investment portfolios and other wealth strategies to keep the path to success.

We have upgraded our new page now including the menu services page, making it easier to understand the specifics of what...
05/30/2026

We have upgraded our new page now including the menu services page, making it easier to understand the specifics of what our team and external backoffices services can provide for you.
Let us know your thoughts!
Https://www.myinvestmentpath.com

A couple of weeks ago, attending a CFA summit in Miami. Powered by . Thank you Elena Santiso and Alicia for the invite t...
05/04/2026

A couple of weeks ago, attending a CFA summit in Miami. Powered by . Thank you Elena Santiso and Alicia for the invite to My Investment Path.

Engaging with the local finance community and meeting incredible people from Fintech Club and Thank you Nidia Martínez ...
03/12/2026

Engaging with the local finance community and meeting incredible people from Fintech Club and
Thank you Nidia Martínez to allow me to participate in the Finance Advisory Council board for Q2.

And I even met some people from Altura Capital!

Attending IMN Family Offices Wealth Management event in Miami for the second year as speakers.
10/10/2025

Attending IMN Family Offices Wealth Management event in Miami for the second year as speakers.

Last week we presented international investment strategies at . Thank you for hosting us .0208 It was very nice to be ...
07/15/2025

Last week we presented international investment strategies at . Thank you for hosting us .0208 It was very nice to be there with you.
Thank you for coming too.

Introducing our new hire preparing and onboarding Ignacio Lorente González. Welcome to the team!Ignacio is preparing to ...
06/17/2025

Introducing our new hire preparing and onboarding Ignacio Lorente González. Welcome to the team!
Ignacio is preparing to communicate and serve clients both offshore and onshore. We are so happy to have him

Last week was hectic for those in the stock market, volatility is a great risk when external unexpected announcements mo...
04/09/2025

Last week was hectic for those in the stock market, volatility is a great risk when external unexpected announcements move the markets. Objectively speaking, a correction had to come but has happened after the pause on tariffs. We always advise diversification, but for those very aggressive investors who agreed on our comments yesterday, today is a glorious historical day with an intraday as of now for small caps around 9% increase.
Again, don’t time the market, but averaging your investment purchase cost when prices drop dramatically makes sense for your portfolio. Have a great glorious Wednesday.
&p

Next December 5, we will host an online webinar about typical employment benefits and retirement accounts and other inst...
11/14/2024

Next December 5, we will host an online webinar about typical employment benefits and retirement accounts and other instruments for business owners for employee retention and business planning. Thank you for hosting us.

WEBINAR DETAILS
📅 Thursday, December 5th, 2024.
⏰ Time: 11:00 am EST | 5:00 pm CET.
🔗 Registration: Click here to register!
For registration to the online webinar:

https://pmfr-zgpvh.maillist-manage.net/click/19c109fd391d5b43/19c109fd391d3f82

Address

420 South Dixie Highway
Coral Gables, FL
33136

Opening Hours

Monday 9:30am - 6pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 4pm

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