Alfonso Figueroa, DBA

Senior Vice President

Alfonso Figueroa
(787) 640-2286

Alfonso joined the firm as a financial advisor after ten years at Equitable, where he consistently ranked among the firm’s top advisors and was recognized nationally for his performance and leadership. Before that, he spent 20 years working as a professional tax planner. He is passionate about financial education, working with his clients so that they understand and participate in key decisions about budget planning, tax planning and debt management. He specializes in helping clients make the transition from working life to a financially secure retirement. His doctoral thesis titled “Financial Planning: Key Factors when Retiring in Puerto Rico” has become a cornerstone study on improving financial literacy in the island.

Figueroa holds FINRA License Series 6 and Series 63 licenses. In his spare time, Domingo spends time with his family in the beach town of Boqueron. He also does extensive charitable outreach providing pro bono tax preparation services in low income and underserved communities.

Education

Doctorate in Business Administration, Universidad Ana G. Mendez
2013-2018
M.B.A Marketing, Universidad Ana G Mendez
1992-1995
B.B.A Economics, University of Puerto Rico
1983-1987

Areas of Experience

  • Tax Strategies
  • Income Distribution
  • Estate Planning
  • Retirement Planning