Sergio Soto

Sergio Soto is a seasoned financial consultant with IBC Investment Services. He specializes in working with high net worth and high potential clientele to create varying degrees of investment devices, depending on each individual's needs after comprehensive analysis of their existing portfolios. Sergio holds several registrations with LPL Financial, including a Series 6, 7, 63, and 65, along with Life and Health insurance license. He has helped guide his client's investment and retirement planning needs for 20 years.