About
Strive To Get It Right — Especially When You’re Building Wealth for the First Time.
At Acertado Investments, the goal is simple: deliver financial guidance that is accurate, well-judged and built around the life you are creating — not the one you started with.
I work with first-generation wealth builders who didn’t inherit a roadmap but are determined to build one. Every financial decision carries weight when you’re the first to build wealth. My role is to help you make those decisions with clarity discipline and confidence.
As a fee-only fiduciary, Acertado Investments is fully independent—not tied to any large firms, sales quotas or proprietary products. The only commitment is to act in your best interest, always.
Why Acertado Exists
I founded Acertado Investments after decades as a portfolio manager at major investment firms. I saw how institutional investors — insurance companies, private banks, broker-dealers, pension plans, endowments — benefitted from disciplined, evidenc-based investment frameworks.
Acertado was created to bring institutional-grade thinking to individuals and families who are building wealth from scratch and want a professional, repeatable process — not guesswork or speculation.
How I Work
I create financial plans and investment portfolios that reflect your goals, your tax picture, and your comfort with risk — so your strategy grows with you.
My approach is:
Evidence-based — grounded in academic research
Disciplined — Focused on long-term outcomes
Aligned — when appropriate, I invest in many of the same strategies I recommend