Fernando Campoo is a financial advisor who, in close collaboration with his clients, creates personalized investment strategies to help achieve their lifetime goals. He strongly believes that good financial planning and execution of sound investment strategies free up time and money and provide financial confidence to focus on what is important in life.
Fernando has 24 years of experience in the financial industry. He was a financial advisor with Jefferson Pilot Inc., ReliaStar Insurance and Washington Square Securities Inc. from 1995 through 2001, with Popular Securities in 2001, and with Citibank from 2002 through 2021. He has played a role in banking and investments business development in Latin America, acting as a financial advisor and wealth management sales manager for these regions. In 2009, he launched the Citigold brand for Citibank and developed the wealth management business for affluent clients in Central America.
Fernando holds a bachelor’s degree in computer sciences from Universidad del Salvador in Buenos Aires, Argentina and attended the Advanced Wealth Management Program at Wharton Wealth Global Institute University of Pennsylvania. He also holds his Series 6, 7, 9, 10, 24 and 66.