Pedro A. Palicio, MBA, Ph.D.

An Authorized Infinite Banking Practitioner in Coral Gables, florida

Universal Wealth Managers LLC
2351 Douglas Road, Suite 511
Coral Gables, florida 33145
Phone: (844) 443-8422

Pedro is the President and CEO of Universal Wealth Managers LLC.

He started in the financial services industry in 1994. In 2005, he and his wife Isis established their own company, Universal Wealth Managers LLC 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.

During the 2008 financial crisis, Pedro came to the conclusion that “conventional financial wisdom” was based on faulty premises and to properly serve his clients and protect them from the greed, corruption, and irresponsibility of Wall Street banks and financial institutions, a paradigm shift was in order. After studying in depth the Infinite Banking Concept, he realized that the only way to control your financial future was to control the banking function yourself. Since then, he has become an evangelist for this concept.

Pedro is very well versed on the Infinite Banking Concept and practices what he preaches as he and his family own several of these policies. His exceptional ability to explain complex concepts in simple terms allows 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.

Pedro has been a guest speaker at the IBC Practitioner’s Think Tank Symposium. He graduated from prestigious Columbia University, in New York City, with Bachelor’s, Master’s and Ph.D. degrees in Engineering and Applied Mathematics as well as an MBA with emphasis in Strategic and Financial Planning, obtaining all his degrees with the highest honors. He is fully bilingual in English and Spanish.

Pedro and Isis are very active in the business community and they have two daughters. Pedro enjoys professional baseball and basketball and follows closely the Miami Marlins and the Miami Heat.

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