Crosswell Family Wealth Advisors

Luis Gonzalez Perales is a financial advisor at Crosswell Family Wealth Advisors with 15 years of industry experience. He holds a Series 63 designation and has been with Crosswell Advisors, LLC since 2010. Outside of his advisory role, he serves as a professor at the University Technologica de la Rivera Maya and manages hospitality and distribution businesses. Crosswell Family Wealth Advisors provides discretionary and non-discretionary investment advisory and consulting services to individuals, including high-net-worth clients, business entities, estates, and charitable organizations. The firm emphasizes capital preservation, return maximization, and risk management through active portfolio management and serves both domestic and international clients.

Adrian Llerena Navarro is a financial advisor at Crosswell Family Wealth Advisors with a Series 65 designation and experience in business consulting dating back to 2012. He has held roles at Altavista Growth Advisors, LLC, GT International, Inc., and Seale & Associates, Inc. Adrian also serves as Managing Director of Crosswell Consulting Services, LLC, providing general business administration and consulting services. Crosswell Family Wealth Advisors offers discretionary and non-discretionary investment advisory and consulting services to individuals, business entities, estates, and charitable organizations. The firm emphasizes capital preservation, return maximization, and risk management through active portfolio management and serves both domestic and international clients.

Rodolfo Oropeza is a financial advisor at Crosswell Family Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crosswell Advisors, LLC since 2009. In addition to his advisory role, Oropeza provides general business management consulting services for a family office and is involved with Crosswell Consulting Services, LLC. Crosswell Family Wealth Advisors serves individuals, business entities, estates, and charitable organizations, focusing on capital preservation, return maximization, and risk management. The firm employs active portfolio management using fundamental, technical, and cyclical analysis, catering to both domestic and international clients with a range of investment strategies.