Financial Advisor
Sylvia loves to measure progress. It’s one of her favorite things about being a Financial Advisor. An excellent communicator, clients discover what’s possible with a bit of determination and motivation when they meet with her. She genuinely listens to others, finding out what makes each person unique and the future they envision. Sylvia joined SFM in 2011 after working with an investment banking firm in Colombia.
In addition to obtaining her Certified Financial Planner designation, Sylvia’s education includes a Bachelor of Science from Universidad de Los Andes in Colombia as well as a Masters in corporate finance from Colegio de Estudios Superiores en Administration, CESA.
Working with a CFP® professional can help you find the path to achieving your financial goals. Your goals may evolve over the years as a result of shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone who has committed to CFP Board, as part of their certification, that they will act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice.
Sylvia and her husband Bob (also an advisor with SFM!) love to spend time outside together. The Williams 100 goal is to leave a legacy of generosity where 100% of funds raised goes to the school or church or cause. However, the next thing on Sylvia’s list is to learn to scuba dive!
