Liliana has been in the Financial Services industry for over 30 years and a Fiduciary Investment Adviser with Royal Fund Management since 2014. She believes that every client is a unique individual with his/her own goals and dreams, so she does not use a cookie-cutter approach. She believes that a successful retirement looks different for every investor. She helps her clients through a mix of education and financial planning so that together they can plan as well as make the desired outcome a reality. She brings together the competing worlds of investment and insurance through a holistic planning process for her clients. In accordance with her fiduciary duty, she treats her clients ethically, with respect and prudence, putting their best interests first always. Liliana holds a Series 66 securities license as well as life, health, long-term care and annuities insurance licenses. She has a BA In Psychology (Cum Laude) from Florida International University. She originally wanted to help people with their mental health, but ended up pursuing her passion of helping people with their financial health. She has been married to Ricardo since 1979 and they have 3 children and 3 grandchildren. When she is not working she enjoys spending time with family and friends as well as traveling.