I started my journey into finance in 2014, initially driven by a personal interest in managing my own finances. What began as a quest for self-improvement quickly turned into a passion for helping others navigate their financial paths. Today, I'm grateful to guide both families and businesses toward a brighter financial future, ensuring they feel confident and secure every step of the way.
For families, I focus on what matters most to them—whether it's protecting their assets, growing their wealth, planning for retirement, or ensuring their legacy through estate planning. My goal is to simplify the process and provide personalized strategies that reflect their unique priorities and dreams. When working with businesses, I help identify potential financial risks that could impact their security or earnings, ensuring they're protected and ready to thrive.
I'm proud to work with clients across Puerto Rico, Florida, and South Carolina, always with the belief that while planning for the future is essential, enjoying life today is just as important. I focus on making the financial planning process as approachable and rewarding as possible.
Outside of work, I like to stay active by hitting the gym at least three times a week and maintaining a healthy lifestyle. I also love spending weekends with my family, exploring new restaurants and enjoying quality time together over brunch or dinner.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Financial AdvisorMelissa Cabrera Santiago
I started my journey into finance in 2014, initially driven by a personal interest in managing my own finances. What began as a quest for self-improvement quickly turned into a passion for helping others navigate their financial paths. Today, I'm grateful to guide both families and businesses toward a brighter financial future, ensuring they feel confident and secure every step of the way.
For families, I focus on what matters most to them—whether it's protecting their assets, growing their wealth, planning for retirement, or ensuring their legacy through estate planning. My goal is to simplify the process and provide personalized strategies that reflect their unique priorities and dreams. When working with businesses, I help identify potential financial risks that could impact their security or earnings, ensuring they're protected and ready to thrive.
I'm proud to work with clients across Puerto Rico, Florida, and South Carolina, always with the belief that while planning for the future is essential, enjoying life today is just as important. I focus on making the financial planning process as approachable and rewarding as possible.
Outside of work, I like to stay active by hitting the gym at least three times a week and maintaining a healthy lifestyle. I also love spending weekends with my family, exploring new restaurants and enjoying quality time together over brunch or dinner.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
Protect Your Kingdom
As a licensed insurance agent* and investment professional 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
