
Investing 101
Join Diversify’s Ruben Vilorio, CFP® for; Investing 101 – Stocks? Bonds? Mutual Funds? Real Estate? Gold? Crypto-currency? What are the different investments options out there and how do they work? What is risk? What fees are associated with investing? When do I need an advisor? This class will help you understand the basics for your investment portfolio foundation.
Ruben Vilorio works with clients to identify their goals and implement a financial plan and investment strategy tailored to meet those goals. Ruben is bilingual and speaks fluent Spanish. He is passionate about educating and giving back to the community and enjoys working with small business owners, experienced investors, and individuals or families just starting out.
