Dulce holds a Bachelor’s degree in Business and has a background in administrative roles within the healthcare and education fields.
Her interest in personal finance started with a desire to improve her own family’s financial well-being. That personal motivation led her to explore a new path in wealth management, where she’s excited to continue learning and eventually help others who may be navigating similar questions about money and planning for the future.
Dulce is also a licensed insurance agent, helping clients protect their future through life insurance and long-term care solutions.
Dulce is grateful to be part of Modern Wealth Management, where she can grow professionally while contributing to a mission focused on helping people gain clarity and confidence with their finances.
Outside of work, she enjoys spending time with her husband and daughter, especially when they take trips to visit family in Hermosillo, Sonora.