Pedro Alcantara

Personal Finance, Investing, Lifestage Based Planning
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“Pedro Alcantara is passionate about his client's money and espouse to Buffet's rules of investing: "Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1."”
Firm:

MoneyCoach

Job Title:

Partner

Biography:

Pedro semi-retired after a long and successful career in the pharmaceutical industry educating physicians and patients. He has seen the financially catastrophic impact on patients and their families while working with memory care and nursing home staff. Americans are living longer, and without a financial roadmap in place, the retirement crisis facing our nation could be knocking on anyone’s door.

Pedro grew up near the sandy beaches of the Dominican Republic, but being raised in a poor Latino household, he was not taught how to manage money. He is passionate about education and the financial guidance and coaching principles he has learned have helped him make the life changes needed to manage his own family finances.

Pedro has been married to Cindy for over 30 years. They have two adult children, Liana and Luis, and a daughter-in-law, Laura, living in Illinois. They live now with their two rescue dogs, Maggie and Quincy. They have lived in New York, New Jersey, Texas, and Illinois and have relocated near the beach to Mount Pleasant, South Carolina. They are so happy to be living here, and they look forward to serving their new low country community.

Education:

MBA, Our Lady of The Lake University
BA, Colgate University

Assets Under Management:

$150 million

CRD Number:

143440

Disclaimer:

Please contact your  investment advisor representative if there are any changes in your financial situation or investment objectives.

Investment Advice is offered through Belpointe Asset Management, LLC.  Past performance is no guarantee of future returns.  Insurance products are offered through Belpointe Insurance, LLC and Belpointe Specialty Insurance, LLC. It is important to read our email disclosures available at this link: https://belpointeasset.com/disclosure/

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