Broker Check

Meet Our Advisory Representatives

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 Ramsey

President

licorujo@lindacorujo.com

Linda Corujo Ramsey is a Registered principal, offering investments and advisory services through the Lincoln Financial Securities Corporation and is the President of Linda Corujo Retirement Center Corp. 

 

Linda began her financial career in 1987, working alongside with her dad, Luis Corujo Mangual in the family business called “Successful Money Management” and in 1999 Linda started her own company, Linda Corujo Retirement Center.   

From her office in San Juan, PR, she has been dedicated in working with individual clients, Business owners, corporations and nonprofit entities on the development of their strategies for retirement, investments, insurances and qualified plans. Linda works hand in hand with each person to help them guide and monitor continuously their financial goals.

 Linda has successfully completed the following qualifications

  • Chartered Retirement Planning Specialist (CRPC)
  • Chartered Financial Consultant (ChFC)
  • FINRA sponsored Series 7, Series 63, Series 24 and Series 65 examinations.
  • Licenses in Life insurance, health, disability insurance and property casualty insurance in Puerto Rico

She also is a member of the following associations:

  • Financial Planning Association
  • Professional Insurance Agents Association (PIA)
  • The WISE Group
  • The Women in Insurance & Financial Services

 In her personal life, Linda is a mother of 3 and enjoys traveling alongside her husband Wilton. Part of her passions are painting and getting involved in activities where she can give her time by volunteering. She’s the founder of “Entrelazando Sueños,inc”,a non-profit organization that helps families with children with critical illness conditions and actively works alongside the Coalition Voces of PR.

 Investments and advisory services offered through representatives of Lincoln Financial Securities Corp., Member SIPC.  Branch Office: 319 Villa Nevares, Carr 21, San Juan, PR 00927 Lincoln Financial Securities is not affiliated with Linda Corujo Retirement Center.  LFS-4893006-080822 

 

Jose Luis Perez Del Toro

Financial Specialist

jperez@lindacorujo.com

Jose Luis Perez Del Toro Joins the family business “Successful Money Management in 1990 after finishing his active service as a member of the US Navy. Alongside his uncle “Don Luis” and his cousins, he spent the next 20 years giving seminars all over the northern area of Puerto Rico.

In the year 2009 he joins Linda Corujo Retirement Center continuing his trajectory of giving financial services and education to individuals and businesses in Puerto Rico.

Jose Luis has successfully completed the following qualifications:

  • Series 7 registration with FINRA
  • Life, Variables, Disability and Property & Casualty licenses

His passion is to educate the basics of financial services based on the economic model to design an individualized strategy in route toward success according to the goals and needs for the client. Its focus is to support his costumers and be by their side in their financial life and decisions making process.

Jose Luis has earned a long-term reputation for his commitment, enthusiasm and perseverance with the industry and customers.

The experience that Jose Luis has obtained through out his professional career has led him to offer seminars to different associations and entities such as:

  • Chamber of Commerce
  • United Center of Retailers
  • University of Puerto Rico, and Interamerican University,
  • Sila María Calderón Foundation

His goal is to help the pre-retired and retired individuals with their financial health to become independent, so they can enjoy the retirement phase with their family and friends.

In his personal life, Jose Luis lives in Dorado with is wife, Lourdes. He’s enjoying a new stage in his life which is being a grandpa. On his free time, he enjoys exploring my beautiful island with wine and cigars.

Investments offered through representatives of Lincoln Financial Securities Corp., Member SIPC.  Branch Office: 319 Villa Nevarez, Carr 21, San Juan, PR 00927 Lincoln Financial Securities is not affiliated with Linda Corujo Retirement Center.  LFS-4892975-080822

Fernando J. Roman Corujo

Financial Specialist

froman@lindacorujo.com

Fernando J Román Corujo started his career at Linda Corujo Retirement Center in 2009.

He’s interested in helping people of all ages to achieve financial independence through careful planning. 

Fernando has successfully completed the following certifications and licenses:  

  • Serie 7
  • Serie 66
  • Life, Disability, Health, and Property & Casualty Insurance
  • Chartered Life Underwriter (CLU®) designation

With his Chartered Life Underwriter (CLU®) designation, Fernando works in presenting alternatives to existing clients on topics related to life insurance and other investment objectives.

Fernando recognizes that each client has individual needs, and he uses all the tools at his disposal to create financial plans that guide clients towards success.

In his personal life, Fernando lives in San Juan with his wife Michelle and their dog Maximus. Outside the office, Fernando enjoys traveling around the world and learning about different cultures.

Investments and advisory services offered through representatives of Lincoln Financial Securities Corp., Member SIPC. Branch Office: 319 Villa Nevares, Carr 21, San Juan, PR 00927 Lincoln Financial Securities is not affiliated with Linda Corujo Retirement Center. LFS-4892913-080822

Diego Garcίa Villa

Financial Specialist

dgarcia@lindacorujo.com

Diego García Villa began working at Linda Corujo Retirement Center in February 2020.He is a  Financial Professional at Linda Corujo Retirement Center and an Investment Advisor Representative for Lincoln Financial Securities Corp.

Diego began his career in finances in 2018 as a Customer Service Representative in “Banco Popular de Puerto Rico” and was promoted to the Loan Department in Popular Community Bank.

Diego has the following qualifications:

  • FINRA Series 7
  • FINRA Series 66
  • Life Insurance State License and Variable Annuity State License.
  • NMLS license

As a financial professional, Diego’s goal is for all his clients to feel confident and well-informed about their financial future. He works hard to find the most appropriate financial strategy where everybody can pursue a sense of security and pursue a substantial retirement so they can enjoy their lives once they retire.

In his personal life, Diego’s interests include professional paintball, video games, mountain biking and everything related to Star Wars. He has a BA in Human Resources Management from the University of Puerto Rico Río Piedras Campus and was also a member of the American Marketing Association (AMA).

Investments and advisory services offered through representatives of Lincoln Financial Securities Corp., Member SIPC.  Branch Office: 319 Villa Nevares, Carr 21, San Juan, PR 00927 Lincoln Financial Securities is not affiliated with Linda Corujo Retirement Center. LFS-4892947-080822 

Jose Soto Rivera

Financial Specialist

787-755-4445

jsoto@lindacorujo.com

José D. Soto Rivera is a registered Life and Property & Casualty insurance broker, as well as a registered representative for Lincoln Financial Services. He is committed to providing holistic financial advice to his clients and supporting them on their path to financial wellbeing and goals.

Jose D. Soto Rivera has successfully completed the following qualifications:

  • FINRA Series 66
  • FINRA Series 7
  • SIE FINRA examinations

Jose has served as a consultant for Accenture Federal Services, the Puerto Rico Information & Technology Services, the Puerto Rican Government (2016-2019) and the Jordanian Minister of Entrepreneurship around topics of economic development, technology, and energy.

 In his personal life, José lives in Mayaguez, P.R. with his family. He likes to climb, hike, dance, fire-spin, play piano, play soccer and the general outdoors. He is pursuing a master's degree in Electrical Engineering and Computer Science from the University of Colorado, as well as a Chartered Financial Analyst and a Certified Financial Planner designation.

 He is also the Executive Director and Founder of ACOMERPR, a grassroots nonprofit organization that works on structuring public policy, strategic programming, and infrastructure to bolster Puerto Rico’s food security.

 Investments and advisory services offered through representatives of Lincoln Financial Securities Corp., Member SIPC.  Branch Office: 319 Villa Nevares, Carr 21, San Juan, PR 00927 Lincoln Financial Securities is not affiliated with Linda Corujo Retirement Center.  LFS-4892985-080822

Rosa Rivera

Property and Casualty Specialist

rrivera@lindacorujo.com

Since joining the firm in 2006 as a Property and Casualty Specialist, she provides costumers with traditional insurance information to help them protect their most important assets, some being : their homes, properties, cars and businesses.

As well as being 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 successfully completed the following qualifications :

  • Property and casualty insurance license in Puerto Rico
  • Project Management (in progress)

 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.

In her personal life, Rosa lives in San Juan PR with her husband Eril and her two daughter Ednamir y Bianca.  On her free time she enjoy to travel.  She also involved in many community and business activities as a volunteer, one of them  Coalition Voces of PR.   

Rosa Rivera supports the registered associates of Linda Corujo Retirement Center.  Investments and advisory services offered through representatives of Lincoln Financial Securities Corp., Member SIPC.  Branch Office: 319 Villa Nevarez, Carr 21, San Juan, PR 00927 Lincoln Financial Securities is not affiliated with Linda Corujo Retirement Center.    LFS-4893051-080822