Nina ArguelloCFP®

Nina Arguello

Client Services Operations Manager - Coral Gables

Nina Arguello brings a wealth of experience in process improvement, operations management and financial planning. She is responsible for new account administration, processing administrative client requests, preparation of client reports, cost basis data management, daily account reconciliations, income distribution, general office administration, assisting with corporate compliance procedures and more. She serves as the liaison between our clients and the institutional custodian. Nina is also responsible for developing and maintaining strict operational controls to ensure that clients receive accurate and timely information.

Nina is a graduate of Texas A&M University where she earned a degree in engineering and graduated with Cum Laude honors . Nina successfully completed both the College for Financial Planning certificate course for financial planners as well as the Certified Financial Planner Board of Standards examination.

Nina is fluent in both English and Spanish, and has a basic understanding of German. Nina enjoys spending time with family, volunteering at her church and swimming.