With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Our advisors

Jose Gabriel Lopez

APMA™

Financial Advisor

Managing Director
Learn more about Jose Gabriel Lopez

Misael Lugo

AAMS™, APMA™

Financial Advisor

Learn more about Misael Lugo


Our team

Tatiana Forteza

Tatiana Forteza

Client Service Associate,

Operations Specialist

Personal Intro

Tatiana Forteza joined the JGL Strategic Wealth Solutions Team in 2018. She was born and raised in San Juan, Puerto Rico. She has a bachelor’s degree in Business Administration with concentrations in Entrepreneurship and Marketing. She has a background in Customer Service, Sales, and Operations Management.

Qualifications

  • Bilingual ( English & Spanish)

Roles & Responsibilities

  • Business Operations
  • Client Service
  • Event Planning
  • Marketing
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Estefania Franceschini

Estefania Franceschini

Client Service Associate

Personal Intro

Estefania Franceschini joined the JGL Strategic Wealth Solutions Team in 2022. She was born and raised in San Juan, Puerto Rico. She has a bachelor’s degree in Business Administration with a concentration in Human Resources and has been working for more than 15 years in the financial industry. She has a background in Sales, Customer Service and Operations Management.

Qualifications

  • Bilingual ( English & Spanish)

Roles & Responsibilities

  • Business Operations
  • Client Service
  • Event Planning
  • Marketing
View more