LifeInvest Wealth Management, LTD

Gioconda Bolinches Sebastiani is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Portfolio Resources Group, Inc. and Lifeinvest Asset Management. Outside of advisory work, she serves as a director of Fivestation LLC, a transportation company based in Miami. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients and high-net-worth individuals, managing approximately $447 million. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations, including exchange-listed and over-the-counter securities, foreign equities and debt, options, and structured products.

Victor Silva Ricci is a financial advisor with LifeInvest Wealth Management, LTD, holding a Series 65 designation and three years of industry experience. He has been with LifeInvest since 2018 and is also a founding member of Consultores Grupo Kapital, a finance consulting firm established in 2012, where he coordinates strategic planning and investment strategy design for high-income individuals and corporations. Outside of advisory work, he provides consulting in corporate finance and economic assessments at both domestic and international levels. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families, managing approximately $447 million. The firm employs a fundamental analysis and portfolio allocation approach focused on risk reduction and performance improvement, offering discretionary and non-discretionary management with a notable presence of international clients and cross-border relationships.

Angel Alayon is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 65 designation. He has been involved with Consultores Grupo Kapital since 2012 as a founding member, focusing on investment strategy design and corporate finance, and has taught workshops and webinars on personal finance and investment principles. He also provides beginner-level educational content on artificial intelligence principles. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million using a fundamental analysis-based investment approach with a focus on risk reduction and portfolio diversification across various asset classes, including foreign equities, options, and structured products.

Christian Ramirez is a financial advisor at LifeInvest Wealth Management, LTD with seven years of industry experience. He holds a Series 65 designation and previously worked at PFS Inversiones Corp before joining LifeInvest in 2016. Ramirez also provides backoffice support for Portfolio Resource Group. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, wealthy individuals, and high-net-worth families. The firm manages approximately $447 million and offers portfolio management alongside consulting services in mergers and acquisitions, private equity, and estate planning. Its investment approach combines fundamental analysis and diversified portfolio allocation, including a range of securities and digital-asset ETFs, with a notable presence of cross-border and Latin American client relationships.

Asdrubal Rivas Rojas is a financial advisor at LifeInvest Wealth Management, LTD with one year of industry experience. He holds a Series 65 designation and has worked at Consultores Grupo Kapital since 2012 and at Instituto de Finanzas y Empresas from 2008 to 2020. He is a founding member of a finance consulting company where he serves as Senior Portfolio Manager, involved in strategic planning and investment strategy design. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million, employing a fundamental analysis and portfolio allocation approach that includes a diverse range of securities and structured products, with a notable presence of non-U.S. clients and cross-border relationships.

Juan Carvallo is a financial advisor at LifeInvest Wealth Management, LTD, holding Series 63 and Series 66 designations with two years of industry experience. His prior roles include positions at Miura Capital, LLC and Consultores Grupo Kapital. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm employs a fundamental analysis and portfolio allocation strategy focused on risk reduction and performance improvement, managing approximately $447 million in client assets while offering services such as mergers and acquisitions consulting and estate-planning support.

Juan Carvallo is a financial advisor at LifeInvest Wealth Management, LTD with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with LifeInvest since 2018. Carvallo also serves as a director at Econoinvest Capital, a business financial advisory and real estate firm based in Venezuela, among other directorship roles in related entities. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients who advise wealthy individuals and families, as well as high-net-worth individuals. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations and offers both discretionary and non-discretionary management alongside consulting services in mergers and acquisitions, private equity, and estate planning.

Marilo Fernandez Gonzalez is a Series 65-licensed financial advisor with LifeInvest Wealth Management, LTD, based in Miami, FL, bringing seven years of industry experience. She has worked at Portfolio Resources Advisor Group, Inc. and has been with LifeInvest since 2018. Additionally, she serves as a Senior Investment Advisor at Kapital Consultores, a wealth management company in Venezuela, and volunteers with Vintage Funda Procura, a nonprofit organization that donates wheelchairs in Venezuela. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million using a fundamental analysis and portfolio allocation strategy that includes a diverse range of securities and structured products, with a notable presence in cross-border and Latin American markets.