Eustace “Ace” Fernandes

Founder
Financial Advisor and Investment Consultant.
Eustace (Ace) has been licensed and in the Securities and Insurance industry since 1999. Born in Pune, India, he has lived and worked in India, Bahrain, and the UAE. He has a Bachelor’s degree in Commerce and a Masters Diploma in Business Administration. Ace is licensed to practice in several States and holds the series 7, Series 65 and Series 63 securities licenses. He has completed all the prerequisite courses for the CFP designation. He also has his General Lines Licenses that include Life, Accident, Health, HMO and Property and Casualty Insurance. He has been an active Member of the National Association of Insurance and Financial Advisors (NAIFA) since 1999.

Bobston Soares

Operations Manager
Over 15 years of experience has given this stalwart a sharp eye for figures (of the mathematical type). He’s our backbone when it comes to facts and figures and has made multitasking a fine art.

Jean Mascarenhas

Client Relationship Manager
Jean has over 8 years experience in customer service and adminis- tration, and is the sweet voice behind the phone, who will help you through your toughest service queries.

Shayne Alvares

Digital Marketing Manager
This crazy character adds the color to our company and communications. With 25 years of website designing and digital marketing, he’s all set to paint the town with the TLC colors!