About Wil

Business Philosophy

Wil PenaMy goal  is to provide professionals, business entrepreneurs, retiree's  and their family's with assistance in building their financial freedom. My objective is  to become  a  lifetime trusted resource for their financial strategies.  

I am ardent about  using  my  knowledge  and resources to help protect my clients and their family's financial welfare. Together with my Advance Solution team of professional specialist and Financial Planning Services Group, we strive to learn about our  clients goals, values and concerns through a comprehensive  discovery  process and then empower them with the necessary information and strategies to help them make informed choices that address their risk , wealth management, business, protection and retirement objectives.  

Personal

 
  • 16 Years in the Financial Service Industry
  • 29 Year resident of Monroe County Florida
  • Alumni Leadership Monroe Class XXVIII
  • Director , Key Largo Chamber of Commerce
  • Board of Director Gateway to the Sea 
  • Minister  at San Pedro Parish in Islamorada
  • Charter Member Key Largo Sunset Rotary Club
  • Enjoy boating, sport fishing, reading and chess

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