Linda Corujo Retirement Center is an independent financial service organization. We have been helping closely held companies and individuals since 1987. We help develop personal and/or corporate financial plans to take full advantage of all tax and growth opportunities.
Linda Corujo began her financial career in 1987. She gained valuable experience working with her dad and mentor, a financial consultant with over 40 years of experience. From a family business, she went on to establish her own firm, Linda Corujo Retirement Center.
Linda is a Registered Principal offering investments and advisory services through Lincoln Financial Securities Corporation and is the President of Linda Corujo Retirement Center, Inc.
Linda has successfully completed the advance degree for updated knowledge. She has achieved the professional designation of Chartered Retirement Planning Specialist (CRPC®) & Chartered Financial Consultant (ChFC®). Linda has successfully completed the FINRA sponsored Series 7, Series 63, Series 24 and Series 65 examinations, and has life insurance, health, disability insurance and property and casualty insurance licenses in Puerto Rico. She is a member of various associations which include Financial Planning Association, Professional Insurance Agents Associations (PIA®), The WISE Group and WIFS® Women in Insurance & Financial Services.
Linda provide a sense of security to all her clients through a personalized and professional approach to managing their wealth. The first step to financial success is to develop a clear Financial Plan.
Linda and her husband, Wilton, live in San Juan and have three children. She enjoys reading, traveling and painting. Linda is the founder of Entrelazando Sueños Inc, a non profit organization that helps the family of the children with critical illness conditions.
LINDA HAS BUILT A STRONG FINANCIAL SERVICES BUSINESS WHERE SHE CONTINUALLY INSPIRES ASSOCIATES TO ACHIEVE THE SAME HIGH STANDARDS OF EXCELLENCE THAT SHE SETS FOR HERSELF.
Jose Luis Perez Del Toro was dazzled in 1990, after his participation as an active member of the US Navy culminated, what he wanted to do for the rest of his life. This, after listening to two very important people in his life. His paternal grandmother explained him how prepared she was for her retirement and in the event of her death. For her it was very important since she did not want to be an economic burden for any of her children. On the other hand , his sponsor, spoke to him about how he prepared people to achieve financial success. Since then Jose Luis has completed the Series 7 registration with FINRA and Life, Disability and P&C Licenses.
His passion is to educate the basics of financial planning based on the economic model to design an individualized plan in route to success according to the goals and needs of the client. Its focus is to support his costumers and be by their side in their financial life and decisions making process. This can only be achieved with an excellent working group, committed and dedicated.
Jose Luis has earned a long - term reputation for his commitment, enthusiasm and perseverance with the industry and customers. This is also due to his career of having offered financial planning seminars for more than 15 years through entities such as Chamber of Commerce, United Center of Retailers, University of Puerto Rico, and interamerican University, presentations on Channel 4, reports in main newspapers of the country, the employees of the pharmaceutical industries, and Sila María Calderón Fundation, this being the most recent.
MY GOAL IS TO HELP THE PRE-RETIRED & RETIRED INDIVIDUALS WITH THEIR FINANCIAL HEALTH TO BECOME INDEPENDENT, SO THEY CAN ENJOY THE RETIREMENT FACE WITH THEIR FAMILY AND FRIENDS.
Fernando Román is a Financial Professional with Linda Corujo Retirement Center and has maintained a successful financial education including: Chartered Life Underwriter (CLU) designation. He started his career in the Financial and Insurance industry in 2009, and has maintained continuing career education to better serve his clients. These include: Series 7 certification and life insurance license in Puerto Rico to provide clients with life, health and disability insurance; and is currently pursuing the Chartered Financial Consultant (ChFC) designation.
Fernando attended the University of Central Florida with a concentration in Computer Engineering, before finding his true passion in personal finance and insurance.
Fernando was hired for his ability to organize the endless number of tasks that a cutting edge financial service organization requires and for his extraordinary proficiency in computer technology. Fernando has provided the firm multiple upgrade, including: technology support, sales assistant, para-planner, insurance specialist and financial professional.
As a detail oriented individual with extensive customer service experience, Fernando serves the clients of Linda Corujo Retirement Center by researching and preparing all documentation related to the establishment and servicing of investment, life, health and disability insurance products as they relate to the clients’ retirement planning and long term financial goals.
OUTSIDE THE OFFICE, FERNANDO ENJOYS TRAVELING AROUND THE WORLD AND PRACTICE CROSS FIT. HE LIVES IN CONDADO WITH HIS YORKSHIRE TERRIER, DUNCAN.
Property and Casualty Specialist
Rosa has worked for the firm since 2006 as a Property and Casualty Specialist providing customers with traditional insurance information to protect their most important assets – their homes, property, autos and business, among others. Rosa is licensed in Puerto Rico to provide customers with Property and Casualty Insurance. She is responsible for developing marketing strategies and business initiatives at Linda Corujo Retirement Center to support the company’s associates and meet the firm strategic plans.
Rosa has become a resource for all her customers by helping them choose the successful traditional insurance products and coverage that are appropriate for their lives and could help protect them and their families for their future. Her expertise gets her to provide Linda Corujo Retirement Center customers the confidence in knowing they are being insured with an agent and a company that works for them. Strategically, she educates the customer about the products and help them select the most appropriate coverage for their needs.
Prior to joining the firm, Rosa worked in the mortgage banking industry. She is continuing her financial education in order to be able to help assist clients with their financial needs in the future.
ROSA LIVES IN TRUJILLO ALTO WITH HER HUSBAND ERIL AND THEIR DAUGHTERS. SHE IS INVOLVED IN MANY COMMUNITY AND BUSINESS ACTIVITIES AS VOLUNTEER, INCLUDING NATURAL DISASTERS COMMITTEE (PROFESSIONAL ENGINEERS AND LAND SURVEYORS OF P.R.)