Global Financial Advisor
Sergio Sosa serves as a Global Financial Advisor for Bainbridge Financial Services, providing individually tailored solutions for clients. His commitment to a high level of service, and ability to understand and achieve a client’s financial goals have established long lasting relationships.
Formerly with JPMorgan Chase international Financial Services, Mr. Sosa represented clients from Europe and Latin America including Mexico, Guatemala, Honduras, Argentina, Brazil, Bolivia and Chile.
Sergio is a graduate of the University of Houston Bauer Business School with a Bachelor of Science in Economics and a minor in Global Business. He is Series 7 and Series 66 licensed, and is currently in the process of obtaining CFP certification.