Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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Laurence Greenberg is President of Jefferson National, a developer of investment-only, variable annuities retirement products for financial advisers.
Erik Strid, CFP, is CEO and co-founder of Concentus Wealth Advisors.
Mary S. Brooks is a Wealth Management Specialist and Certified Financial Planner with Integre Wealth Management of Raymond James in Walnut Creek. Raymond James is the largest independent broker-dealer in the U.S. with client assets of $170 billion. Mary has 25 years experience as an investment advisor, focusing on wealth management for individuals and families through her work with Integre Wealth Management.\nMary serves on the Agenda Committee for the Walnut Creek Chamber of Commerces East Bay Womens Conference and was a founding member and past chair of the Womens Philanthropic Circle with John Muir Health Foundation. She is active with the local Meher Schools volunteer program, and serves as music coach for their summer drama camp.\nMary holds a B.A. from the University of Arkansas and CFP certification from the College of Financial Planning. She lives in Walnut Creek with her husband, Peter.
