Isis B. Palicio, LUTCF, MBA
An Authorized Infinite Banking Practitioner in Coral Gables, florida
Isis has been a Financial Professional since 1996. She is the Executive Vice President and COO of Universal Wealth Managers.
In 2005, Isis and her husband Pedro established Universal Wealth Managers in the City of Coral Gables, a suburb of Miami, Florida. Its mission is to provide its clients insurance brokerage and financial advisory services of the highest quality, based on its tenets of experience, trust, integrity and objectivity.
Shorty after Pedro became interested in the Infinite Banking Concept, Isis started working closely with him to educate, coach and serve a diverse clientele that includes families, business owners, professionals, real estate investors, and high-net-worth individuals throughout the United States in this life-changing concept. She genuinely cares about every one of our clients and has become very passionate about the Infinite Banking Concept.
Isis holds a Masters of Business Administration (MBA) degree with emphasis in Financial Planning. She is fully bilingual in English and Spanish. Isis and Pedro have two daughters and she enjoys working with people, arts, crafts, travel, and reading mystery novels. Both Pedro and Isis are very active in their business community.