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Liliana DeLara
Investment Adviser Representative
OFFICE: 321.939.4157
MOBILE: 321.939.4157
SERVICE AREA:
Central and South Florida
Central and South Florida
OFFICE LOCATION
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819
7700 North Kendall Dr, Ste 607 Miami, FL 33156
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819
7700 North Kendall Dr, Ste 607 Miami, FL 33156
HOURS
Monday through Friday: 9:00 AM to 5:00 PM
Evenings and Saturdays: by appointments only.
Monday through Friday: 9:00 AM to 5:00 PM
Evenings and Saturdays: by appointments only.
Welcome
I help savvy professional women recover financially after losing a spouse to death or divorce.
Areas of Focus
- Retirement planning
- Wealth management
- Social security optimization
- Tax planning
- Legacy planning
Interests & Community Participation
- Supreme Scholars Foundation
Experience
- Royal Fund Management (2013-Present) Investment Adviser Representative
- MetLife Resources (2005-2013) Financial Advisor Rep.
- ICMA Retirement Corporation (2001-2005) Retirement Plans Specialist
- Morgan Stanley (1999-2001) Financial Advisor
- Primerica Financial Services (1992-1997) Sales Rep. to Regional Manager
Education
Bachelor of Arts in Psychology from Florida International University, Cum Laude.
MARKETWATCH
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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