Freedom Advisory

Roberto Rivera Vazquez is a CFP® and Series 66-licensed advisor with 25 years of industry experience. He has worked at Freedom Advisory since 2017 and previously held roles at Popular Securities and Banco Popular de PR. Freedom Advisory serves individual investors, retirement plan sponsors, trusts, and institutional clients, offering financial planning, discretionary investment management, and retirement-plan consulting. The firm’s investment approach focuses on fundamental analysis and diversified portfolios, including access to private and alternative investments for qualified clients.

Ricardo Ramos Perez is a financial advisor at Freedom Advisory with a Series 65 designation and two years of industry experience. Prior to joining Freedom Advisory, he worked at Charles Schwab and The Vanguard Group. Freedom Advisory serves individual investors, retirement plan sponsors, trusts, and institutional entities by providing financial planning, discretionary investment management, and retirement-plan consulting. The firm emphasizes fundamental analysis and diversified portfolios, and offers access to private and alternative investments for qualified clients.

Eduardo Ramos is a Series 65-credentialed advisor with Freedom Advisory in Guaynabo, Puerto Rico, where he has worked since 2008, totaling 17 years of industry experience. He serves as a director for multiple insurance companies and holds leadership roles in non-investment related businesses, including Cenon Corporation and Lantic LLC. Freedom Advisory serves individual investors, retirement plan sponsors, trusts, and institutional entities, offering financial planning, discretionary investment management, and retirement-plan consulting. The firm emphasizes fundamental analysis and diversified portfolios, providing access to private and alternative investments for qualified clients.

Karlamary Aleman Aponte is a financial advisor at Freedom Advisory with 16 years of industry experience. She holds the PFS™ and Series 66 designations. Prior to joining Freedom Advisory in 2017, she worked at Popular Securities, Inc. for eight years. Freedom Advisory serves individual investors, retirement plan sponsors, trusts, and institutional clients, offering financial planning, discretionary investment management, and retirement-plan consulting. The firm’s investment approach focuses on fundamental analysis and diversified portfolios, with additional access to private and alternative investments for qualified clients.

Eduardo Ramos Perez is a financial advisor at Freedom Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank. Freedom Advisory serves individual investors, retirement plan sponsors, trusts, and other institutional or corporate entities, offering financial planning, discretionary investment management, and retirement-plan consulting. The firm emphasizes fundamental analysis and diversified portfolios, and for qualified clients, provides access to private and alternative investments through third-party platforms.

Giancarlo Diaz Munio Mendez is a CFP® and Series 65 registered advisor with Freedom Advisory, where he has worked since 2014, accumulating 12 years of industry experience. He serves as an officer and vice president of Molly and Co., LLC, a non-investment-related business specializing in dog accessories. Freedom Advisory serves individual investors, retirement plan sponsors, trusts, and institutional clients, offering financial planning, discretionary investment management, and retirement-plan consulting. The firm emphasizes fundamental analysis and diversified portfolios, including access to private and alternative investments for qualified clients.