LEGACY ASSET MANAGEMENT - Key Persons

As a CERTIFIED FINANCIAL PLANNER™ professional, Adriana works with clients to develop comprehensive financial plans through short- and long-term planning, to help them achieve their financial goals. Adriana has experience in multiple aspects of personal finance, including financial planning, financial counseling, employee benefits, insurance and startups. She has worked in Investment Banking, Finance, and she also launched a successful meal delivery service in the Washington, DC Area, where she lived for 18 years. Adriana graduated with honors from Universidad Iberoamericana in Mexico City with a bachelor's in science degree. She is a graduate of Rice University's Certified Financial Planner™ program and holds a Certificate in Blockchain and Digital Assets. She is a member of the Financial Planning Association (FPA). Adriana and her family relocated to Houston in 2015. During her free time, she enjoys reading and spending time with her family and friends.