Building trust to secure your financial
future in the U.S., with personalized
solutions tailored for the Latino and
American markets.
ABOUT US
Latino & American Financial advises individuals, families and business owners on how to maximize benefits, minimize risks and personalize their financial goals, and protect assets. Our extensive business and international experience give us a unique perspective on the unique challenges and opportunities our clients face, allowing us to provide tailored solutions that meet their specific needs and objectives.
VALUES
Integrity, fortitude, empathy, understanding, compassion, learning, growth, and change.
MISSION
To help families, individuals and businesses to meet their short, medium and long-term financial goals. We develop and manage financial solutions based on factual analysis and understanding of our diverse and multicultural clients.
VISION
To be a cornerstone for wealth management and financial planning for the broad and diverse communities along the Gulf Coast.
We explore the spectrum of financial planning because there is more to your plan than just investments.
PROCESS
Our Simple and Laid-Back Approach
Our methodology emphasizes building lasting relationships by understanding our clients' goals, needs, and dreams while helping them achieve their ambitions. In an ever-changing world, we partner with individuals, families, and businesses to create strategies that empower them to navigate future challenges, with trust and reliability at the heart of every interaction.
1. SCHEDULE A VISIT
We will have a conversation to see if we're on the same page and decide if it makes sense to continue moving forward in the planning process.
2. DISCOVERY MEETING
We’ll discuss your dreams and why they are important to you. We’ll then begin assembling your strategy to help achieve them. This step includes a free portfolio review.
3. STRATEGY DELIVERY
You’ll receive your custom-built financial plan and strategy, and we’ll start moving you closer to your goals.
Team
Dr. A. Gerardo Discepolo
Financial Advisor
Contact Number and Text: 850-816-8531
Email: adiscepolo@eaglestrategies.com
Website: https://www.newyorklife.com/agent/adiscepolo
I believe thatnowledge and experience are the keys to a successful financial future. As an executive, international lecturer, and entrepreneur, I've developed, coached, and managed businesses in the U.S., Latin America, Western Europe, China, Japan, and India. My diverse industry experience from agricultural-industrial to manufacturing, marketing and finance in both established and start-up businesses enables me to understand business and individual financial challenges. As a Fulbright scholar, I earned a master’s degree at Florida State University, a Doctorate at the University of Alabama and a Master’s in Business Administration at Purdue University.
SERVICES
What can we do for You.
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WEALTH MANAGEMENT
Expert guidance to help manage and grow your wealth with confidence.
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INVESTMENT MANAGEMENT
Tailored strategies to help you achieve your financial goals and build a secure future.
FINANCIAL PLANNING
Tailored strategies to help you achieve your individual, family and businesses financial goals and build a secure future.
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RETIREMENT PLANNING
Customized plans to help you retire comfortably and enjoy financial freedom.
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BUSINESS SOLUTIONS
Comprehensive financial solutions to protect, grow, and sustain your business. Business benefits: group life and disability insurances, Simple IRA, 401k Plans, SEP and other solutions suited to meet specific needs and tax efficiencies.
RISK MANAGEMENT
Life, and disability and long-term care insurance to safeguard what matters most
ESTATE PLANNING
Strategies to preserve your legacy and ensure a smooth transfer of assets.
ALLIANCES
Our Strategic Resources
Eagle Strategies LLC
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Through Eagle Strategies, Latino & American Financial Group, which is not owned or operated by NYLIFE Securities or its Affiliates, provides financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
New York Life
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Latino & American Financial Group are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)
Advanced Planning Group
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The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means The Latino American Financial Group can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Clients
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INDIVIDUALS
AND FAMILIES
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We develop investment policy statements for individuals and families.
We help individuals build their savings and investment accounts.
We establish and advise on deferred investment vehicles such as IRA's, HSA's, College Saving Plans, and Annuities.
We design asset protection strategies, including life, disability and other personal insurance.
We help to create and manage family trust accounts to segregate and protect family assets.
We also help families create and manage estate plans by working as a strategic partner with their tax and legal advisors.
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BUSINESS
OWNERS
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We help business owners develop the right benefit solutions for not just themselves, but also for their employees.
We work with experienced professionals in the analysis of current benefit plans, tax deferred retirement options and pre-tax expenses.
We integrate asset protection strategies, providing life, disability, business and personal.
We integrate Asset Protection Strategies (creditor exempt asset classes).
We assist with tax status optimization and pension plan design.
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RETIREMENT PLANS
& NON-PROFITS
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We assist private institutions and non-profits to develop an investment policy statement, manage investments, and create portfolios tailored for their situation.
We offer hands-on advisory services typically not provided by bigger institutions.
We develop Defined Contribution & Defined Benefit Plans tailored to each institution's objectives and goals
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CORPORATE
EXECUTIVES
LEARN MORE
We assist private institutions and non-profits to develop an investment policy statement, manage investments, and create portfolios tailored for their situation.
We offer hands-on advisory services typically not provided by bigger institutions.
We develop Defined Contribution & Defined Benefit Plans tailored to each institution's objectives and goals
CONTACT
Get in Touch
Are we the right fit for you?
If you are looking to simplify your complicated financial life, we’re here to help
CONTACT US
125 W Romana Street, suite 720, Pensacola, FL 32502
Gerardo Discepolo: 850-816-8531 adiscepolo@eaglestrategies.com