Articles from Iris Serrano-Faria
- ¿Para quién trabaja realmente su asesor financiero?
- Estrategias de microahorro: cómo los pequeños hábitos generan un gran patrimonio
- Who Does Your Financial Advisor Really Work For?
- Qué hace realmente un asesor financiero? (y cuándo necesitas uno)
- Your Legacy, Your Choice: Why Estate Planning Is an Act of Care
- Don’t Let Age Fool You: Why a Younger Financial Advisor Might Be Your Best Partner for Lifelong Wealth
- Why Representation Matters in Financial Services and How It Builds Trust
- Micro-Saving Strategies: How Small Habits Build Big Wealth
- How Women Can Take the Lead in Financial Planning: Your Path to Financial Independence and Security
Iris Serrano-Faria, CFP®
Financial AdvisorIris Serrano-Faria is a Financial Advisor dedicated to helping individuals and families achieve clarity, peace of mind, and confidence in their financial picture. She provides comprehensive financial planning and investment management, guiding clients through every stage of building, protecting, and preserving their wealth.
Iris earned her Bachelor’s degree in Finance with a concentration in Financial Services from Florida Gulf Coast University. Her approach to advising is rooted in education and empowerment, ensuring clients understand the “why” behind each financial decision. As a bilingual advisor, Iris is able to support a diverse range of individuals and families, with a strong focus on empowering the Hispanic community through accessible and culturally relevant financial guidance.
Beyond her work as an advisor, Iris is deeply involved in the Southwest Florida community. She is an active member and on the Board of Directors of the Hispanic Chamber of Southwest Florida, as well as a leader in the Greater Fort Myers Chamber of Commerce. In her free time, Iris enjoys the performing arts, where she participates in her local community theatre and plays the French horn with the Lee County Community Band. Iris is a CERTIFIED FINANICAL PLANNER® Professional.
Versión en Español
Iris Serrano-Faria es Asesora Financiera y se dedica a ayudar a individuos y familias a alcanzar mayor claridad, tranquilidad y confianza en su situación financiera. Ofrece servicios integrales de planificación financiera y gestión de inversiones, guiando a sus clientes en cada etapa del proceso de construir, proteger y preservar su patrimonio.
Iris obtuvo su licenciatura en Finanzas, con una concentración en Servicios Financieros, de Florida Gulf Coast University. Además, cuenta con la designación CERTIFIED FINANCIAL PLANNER™ (CFP®), una rigurosa credencial reconocida a nivel nacional que distingue a los profesionales financieros que cumplen con altos estándares de educación, experiencia, ética y competencia profesional.
Su enfoque como asesora se basa en la educación y el empoderamiento, asegurándose de que sus clientes comprendan el “por qué” detrás de cada decisión financiera. Como asesora bilingüe, Iris puede apoyar a una amplia variedad de individuos y familias, con un enfoque especial en empoderar a la comunidad hispana mediante orientación financiera accesible y culturalmente relevante.
Más allá de su trabajo como asesora, Iris participa activamente en la comunidad del suroeste de Florida. Forma parte de la Junta Directiva de la Southwest Florida Hispanic Chamber of Commerce y también se desempeña como embajadora de la Greater Fort Myers Chamber of Commerce.