Felix has more than 17 years of experience in the financial services industry, helping individuals, families, and business owners navigate the complexities of wealth management. His career began in 2007 at Wells Fargo Bank, N.A., and Wells Fargo Advisors, where he held senior licensed banking roles before becoming a financial advisor in 2015. Over the years, Felix has developed a reputation for delivering personalized strategies and thoughtful investment guidance

His approach is rooted in building lasting relationships and aligning financial plans with each client’s unique goals. Felix believes wealth is more than numbers, it’s a resource for achieving life’s ambitions. Guided by four key principles: clarity, discipline, confidence, and organization, he works to create strategies that inspire confidence and provide structure for long-term success.

Felix earned his bachelor’s degree in philosophy from East Stroudsburg University, complemented by a minor in political science and international studies at Lorenzo de’ Medici University in Florence, Italy. He also holds the Retirement Income Certified Professional designation from The American College of Financial Planning.

Outside the Office

Felix is passionate about travel, culture, and the arts. He enjoys exploring new culinary experiences with his wife, Schuyler, and their two daughters, Felicity and Amelia. Having visited 13 countries, he looks forward to continuing his global adventures. Felix is also committed to giving back, whether by supporting food drives or advocating for causes such as child hunger prevention, environmental protection, and animal welfare. Fluent in English and Spanish, he strives to make a positive impact both personally and professionally.

CA Insurance License: 4029088, Resident State FL