With six years of experience in the banking and financing industry, I've served in various roles including bank representative, operations officer, and financial representative. My journey has been driven by a passion for helping individuals achieve their financial goals, which remains the most rewarding aspect of my profession.
I specialize in life & health insurance, providing clients with a holistic approach to their financial well-being.
Residing in beautiful Puerto Rico, I find solace in the simple pleasures of life, whether it's shooting hoops on the basketball court, swinging a baseball bat, or teeing off on the golf course. I also have a keen appreciation for art, enjoy sun-soaked beach days, and relish the freedom of spontaneous road trips.
As a dedicated financial representative, I am actively engaged in serving the financial needs of individuals across Puerto Rico. Whether meeting clients in person or virtually, my commitment to guiding them towards their financial aspirations remains unwavering.
Financial RepresentativeWilbert Baez
With six years of experience in the banking and financing industry, I've served in various roles including bank representative, operations officer, and financial representative. My journey has been driven by a passion for helping individuals achieve their financial goals, which remains the most rewarding aspect of my profession.
I specialize in life & health insurance, providing clients with a holistic approach to their financial well-being.
Residing in beautiful Puerto Rico, I find solace in the simple pleasures of life, whether it's shooting hoops on the basketball court, swinging a baseball bat, or teeing off on the golf course. I also have a keen appreciation for art, enjoy sun-soaked beach days, and relish the freedom of spontaneous road trips.
As a dedicated financial representative, I am actively engaged in serving the financial needs of individuals across Puerto Rico. Whether meeting clients in person or virtually, my commitment to guiding them towards their financial aspirations remains unwavering.
Protect Your Kingdom
As a licensed Financial Representative 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.