Axel Otero is a financial advisor at AllGen Financial Advisors, Inc. He is passionate about helping others pursue their financial goals and, fluent in English and Spanish, walks alongside a diverse range of clients on their financial journeys.
Axel brings more than 15 years of experience in investments, banking and small business development. He holds a BA in Business Administration from the University of Puerto Rico and an MBA in Finance from Interamerican University of Puerto Rico, and he is a Series 65 Investment Advisor Licensee.
Axel is an active member of Lake Nona Familia de Fe Church, where he helps lead the men's efforts, and he coaches his son's Little League teams.
Originally from Puerto Rico, Axel moved to Orlando several years ago. He and his wife, Jessica, have two children, Fernanda and Maximiliano. The family loves traveling, dining out and visiting Vieques, Puerto Rico, for its beautiful beaches and family memories. Axel is a baseball fan and a self-proclaimed barista who has learned the coffee process from farm to cup.
To learn more about Axel, connect with him on LinkedIn.
AllGen Financial Advisors, Inc. is an independent, fee-based Registered Investment Advisor firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses make the most of their financial resources through financial planning and investment management.