Santiago Huerta

Virtual Assistant

We are excited to announce that Santiago Huerta has joined our team as my administrative assistant. He has 7 years of experience in financial services and is a great new asset for our clients.   We are certain you will value his support and expertise in various administrative tasks and client management functions to facilitate and further enhance your experience as a valued client.

Santiago has a bachelor’s degree in Finance from Technological Institute of Monterrey (ITESM), he started his professional career working as a business analyst at PricewaterhouseCoopers. He also obtained his MBA from Universidad Carlos III de Madrid, Spain.

Prior to joining LPL, Santiago has worked as a financial advisor and strongly believes financial education is the most important factor to reach your financial goals.

Santiago has spent time studying abroad in Germany where he learned the culture and the language. He is married to Andrea, and enjoys traveling with their two daughters Amelia and Julia.

Licenses: Series 6, 63, 65 (currently held with LPL Financial).

Santiago will be able to manage many account questions you may have such as providing account balances performing distribution and contribution transactions, documentation follow-ups and general questions.

He can be reached via email at:  and direct line is (833) 292-6752 and his fax number is (858) 909-7021.

I hope this new level of service will only enhance our relationship and your experience with our office.

Phone (833) 292-6752