Advisor at Vauban Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Vauban Wealth Management
Location
Guaynabo, PR 00969
Credentials
Series 65
Industry experience
6 years
Goel Velazquez Rosa is a financial advisor at Vauban Wealth Management with six years of industry experience. He holds a Series 65 designation and has worked at Vauban International Bank since 2018. In addition to his advisory role, he provides accounting services as an independent contractor. Vauban Wealth Management offers investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs defined strategy allocations across a range of risk profiles and uses both fundamental and technical analysis to construct and monitor portfolios, serving a notable non-U.S. client base.
Based on Vauban Wealth Management
1.0% annually
Lot K 2 Marginal Street Suite 201, Oasis Gardens Development
Guaynabo, PR 00969
Puerto Rico
Vauban International Bank
2018 - Present (8 years)
Master Group
2017 - 2018 (1 year)
UNIVERSIDAD DE PUERTO RICO/ CPA license & registration
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 66
San Juan, PR
Negron-Ramos LLC
Series 63, Series 65
Humacao, PR
Premier Investment Management, LLC
Series 63, Series 65, Series 66
San Juan, PR
Orchard Wealth & Legacy Management LLC
Series 63, Series 66
Moca, PR
AtlanticMidwest Investment Research, LLC
Series 66
Rincon, PR
NewGen Wealth Creation LLC
Series 63, Series 65, Series 66
Guaynabo, PR
4/26 Retirement Income Planning & Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")