FINRA BrokerCheck
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 | (728) 227-9598 | info@clexperus.com

Contact

A first conversation is a conversation, not a pitch. Tell me what is on your mind and I will tell you honestly whether we are the right fit.

Reach the office

Working from outside the United States

A good part of our work involves families and business owners whose lives cross borders, so we are used to time zones, cross-border structures, and clients who are rarely in Florida.

Video is usually easier than travel. If the time difference is awkward, say so when you write and we will find a slot that is reasonable on your end rather than only on ours.

What happens after you get in touch

  1. You write or book a call

    Either is fine. A few lines about your situation is enough to start.

  2. We talk for about 45 minutes

    Mostly questions from me. What you own, what is coming, what is already handled, and what has been sitting on the list too long.

  3. You get a straight answer

    Whether this is work we should do together, work that belongs with your existing advisers, or something that does not need doing at all.

Schedule a call

Next steps

Pick a time that works for you. If nothing on the calendar fits, email me and we will sort it out.