FINANCIAL ADVISOR
Herman Venegas

With over a decade of experience as a financial advisor I specialize in helping clients who have sold their home and/or business to convert their equity into a reliable, pension-like monthly income. My approach is both professional and personal, focusing on the unique family dynamics and goals of each client.

Growing up with a carpenter father, I learned early on the importance of precision and attention to detail. Just like in woodworking, where every measurement must be exact, in my role every detail counts as a small error can have a big impact.

As a family man with three children, I...