Growing up in Puerto Rico and building a career centered on service shaped my passion for helping others prepare for the future. With a bachelor's degree in business administration, insurance licenses, and more than 20 years of experience in sales, leadership, and client relationships, I bring a people-first approach to financial services. A personal family health challenge showed me the importance of financial preparedness and inspired me to help others protect what matters most.
Today, I serve individuals, families, and business professionals across Puerto Rico, focusing on trust, education, and long-term relationships. I believe every financial journey is unique and I take the time to understand each client's goals, priorities, and concerns before offering personalized guidance.
Outside of work, I enjoy creative projects, learning new skills, and finding meaningful ways to make a positive impact in my community. I invite you to schedule an appointment and look forward to the opportunity to serve you.
Financial RepresentativeAnaeli Barreto
Growing up in Puerto Rico and building a career centered on service shaped my passion for helping others prepare for the future. With a bachelor's degree in business administration, insurance licenses, and more than 20 years of experience in sales, leadership, and client relationships, I bring a people-first approach to financial services. A personal family health challenge showed me the importance of financial preparedness and inspired me to help others protect what matters most.
Today, I serve individuals, families, and business professionals across Puerto Rico, focusing on trust, education, and long-term relationships. I believe every financial journey is unique and I take the time to understand each client's goals, priorities, and concerns before offering personalized guidance.
Outside of work, I enjoy creative projects, learning new skills, and finding meaningful ways to make a positive impact in my community. I invite you to schedule an appointment and look forward to the opportunity to serve you.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
