Sergio Jimenez

Of Counsel

Oficina: Texas

Área de Práctica: Corporate, Estate Planning

Experiencia: DeForest (2024 – )
Transamerica Financial Advisors, Inc. (2004-2012)
The Strategic Legal Group, PC (2013-2015)
New York Life Advanced Planning Group (2015-2019)

Educación: Certified Financial Planner designation (2018)
State Bar of California (2013)
Doctorate of Jurisprudence (2012)
Registered Investment Advisor (2006)
Bachelor of Science in Business Administration (2006)