IS

Iris Segui

Iris Segui


Professional Summary



Professional Overview
Iris Segui is an experienced insurance and retirement planning specialist with a demonstrated history of success in the financial services industry. As the Founder of Seguí Financial, she leverages her expertise to provide comprehensive financial solutions and guide clients towards their long-term goals.

Experience Summary

Current Role
As the Founder of Seguí Financial, Iris is responsible for the overall strategic direction and operations of the firm. She works closely with clients to develop tailored insurance and retirement plans, ensuring their financial security and peace of mind. Iris' focus on personalized service and client-centric approach has enabled her to build a strong reputation within the industry.

Career Progression
Prior to launching Seguí Financial, Iris held various leadership positions, including Managing Partner at Jorge Mercado & Associates and Associate at American General Life Companies (now part of the AIG Family). Throughout her career, she has consistently demonstrated a commitment to professional development, continuously expanding her knowledge and expertise to better serve her clients.

Academic Background
Iris holds a strong educational foundation, with a focus on the financial services industry. Her academic achievements and specializations have provided her with the necessary tools to excel in her field and deliver exceptional results for her clients.

Areas of Expertise
  • Insurance and retirement planning

  • Wealth management

  • Client relationship management

  • Financial analysis and strategic planning

  • Regulatory compliance and risk management


Professional Impact
Iris' contributions to the financial services industry have been recognized by her peers and clients alike. She has been instrumental in developing innovative solutions and strategies that have had a positive impact on the lives of her clients. Her dedication to professional excellence and commitment to ethical practices have earned her a reputation as a trusted advisor in the industry.

Conclusion
With over two decades of experience in the financial services industry, Iris Segui has established herself as a respected and influential figure. As the Founder of Seguí Financial, she continues to leverage her expertise to deliver customized financial solutions and guide clients towards a secure and prosperous future.