Helping people accomplish their goals inspired me to pursue a career in financial services. Experience as a financial analyst and marketer, combined with studies toward a bachelor's degree in business administration with a concentration in marketing and a minor in finance from Universidad del Sagrado Corazón, shaped my approach to understanding both people and their financial priorities. During college, I founded a finance association to help students build financial knowledge for the future.
Empathy, kindness and patience guide the way I work with clients every day. I believe financial conversations should be approachable and focused on each person's unique situation. My goal is to create a comfortable environment where clients feel heard, informed and confident as they make important decisions.
Based in Gurabo, Puerto Rico, I am fluent in both Spanish and English and enjoy connecting with people from diverse backgrounds. Outside of work, I enjoy watching and playing sports such as tennis and soccer, and I value spending time with family and friends. I strive to build meaningful relationships and provide support that reflects each client's goals and priorities.
Financial RepresentativeDiego Sotomayor
Helping people accomplish their goals inspired me to pursue a career in financial services. Experience as a financial analyst and marketer, combined with studies toward a bachelor's degree in business administration with a concentration in marketing and a minor in finance from Universidad del Sagrado Corazón, shaped my approach to understanding both people and their financial priorities. During college, I founded a finance association to help students build financial knowledge for the future.
Empathy, kindness and patience guide the way I work with clients every day. I believe financial conversations should be approachable and focused on each person's unique situation. My goal is to create a comfortable environment where clients feel heard, informed and confident as they make important decisions.
Based in Gurabo, Puerto Rico, I am fluent in both Spanish and English and enjoy connecting with people from diverse backgrounds. Outside of work, I enjoy watching and playing sports such as tennis and soccer, and I value spending time with family and friends. I strive to build meaningful relationships and provide support that reflects each client's goals and priorities.
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.
