A bilingual advisor for your business and your money.

Most advisors don't speak your language. Not literally, and not financially either. You've sat across from someone who used all the right words and explained nothing. Who handed you a plan that didn't account for your business, your family abroad, or the way you actually think about money. Who made you feel like the complicated client. Or you've kept two separate relationships, one for the business and one for your personal finances, and neither one sees the whole picture. That's why I built Garzon Meridian. After earning a Master's in Economics at Brandeis University and years working across Latin America and the United States, I've dedicated my career to Latino business owners and professionals whose financial lives are as complex and ambitious as they are. I work in English and Spanish: investment management, retirement planning, corporate cash strategy, and fractional CFO support, for people with assets, businesses, and goals on both sides of the border. One advisor, looking at all of it, together.