Meet Luis
Luis A. Jiménez Vélez
Founder & Registered Representative
Luis Jiménez is a Financial Services Professional with NYLIFE Securities LLC, based in Philadelphia, Pennsylvania. With over 8 years of experience, Luis specializes in providing personalized financial solutions to business owners, while also being available to help individuals and families with their finances.
Professional
Originally from Colombia, Luis immigrated to the United States with his mother at the age of 3. His early experiences instilled a strong work ethic and a deep understanding of the importance of foresight, preparation and security. Luis now focuses on helping business owners develop strategies for asset protection, retirement planning, and long-term financial success.
Luis is an Agent licensed to sell insurance through New York Life Insurance Company and is also a Registered Representative of NYLIFE Securities LLC, (Member FINRA/SIPC), offering securities products and services.
Personal
Outside of his professional work, Luis enjoys spending time with his fiancée, family, and friends. He loves traveling, exercising, and maintaining a healthy, active lifestyle.
Luis is passionate about giving back to his community, offering financial education and guidance to help others plan for the future, whether it's saving for college, retirement, or managing long-term care costs.
Specializations
Luis focuses on business owners, investments, and retirement planning for individuals and families.
Se habla español