Varona Financial Group
About
Full service financial planners, investment advisers, and insurance professionals. Having a complete financial plan isn't just a function of the right product or portfolio, it's about a holistic approach to finances to meet client goals.
We are a family practice in business for over 40 years. I have an MBA in Investments from Notre Dame. Fully bilingual (English and Spanish) and serving the tri-county South Florida market.
We help clients with more than just investment advice. We can discuss health insurance, Medicare, Social Security, life insurance, retirement plans, pensions and more. Having a holistic approach helps us provide the most complete recommendations and service to our clients.
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Frequently asked questions
What is your typical process for working with a new customer?
Her process begins with first trying to fully understand the client's current situation and needs. This may include reviewing accounts, discussing goals, and understanding the clients tolerance for risk.
What education and/or training do you have that relates to your work?
University of Notre Dame - Master of Business Administration 2011
Series 65 - Investment Adviser Representative
215 License - Life, Health and Annuities
Multi-Year Circle of Champions member on Health Insurance Marketplace