Phone: 407-780-8826
Fax: 407.270.1978
Email: ray@stewardshipamericafinancial.com
My Story
I spent the first few years of my career working at Charles Schwab and Co. assisting the affluent clientele, before transitioning into the personal investments field by teaming up with Stewardship Advisory Group in 2009. I'm currently an Estate Planner serving the Orlando Area with over 24 years of experience. My motto is: "People Matter, Excellence First, and Integrity Always", and I like to approach everything I do with the heart of a teacher! I hold a Series 7, 8, 63 and 65 securities registration along with Florida Life Insurance and Health Insurance.
I strongly believe that providing quality advice about a client's finances calls for a comprehensive approach. Managing investments must include considering one's tax strategy, risk tolerances or time horizons. Once I have a client-focused, comprehensive plan in place and reviewed regularly, I then work one-on-one with my clients endeavoring each day to help them pursue and achieve their goals. I am deeply grateful to all those who entrust me with the personal details of their finances and allow me to make career of being their trusted advisor. I also enjoy doing Estate Planning Seminars at local churches.
One of my passions is helping empower people to become better Stewards by providing them with all the tools they need to be better managers of what God has entrusted them with. In this capacity, my goal is to help them become successful at growing their own investments to the point where they themselves can eventually be generous givers.
Education
I obtained my B.A. in Business Management at Embry-Riddle College in Daytona Beach, Florida.
As a SmartVestor
"I started in 2011 as a Dave Ramsey-Endorsed Local Provider, until the transition to the SmartVestor program in 2016. I have thoroughly enjoyed this relationship and opportunity to serve like-minded clients. I get the opportunity to meet with Dave Ramsey fans of all ages, both men and women alike, from students to retirees, from people in the Orlando area to people overseas serving as missioners. For some people, I am the first financial advisor that they have ever spoken with, which I see as a tremendous honor. Everyone seems to have their own, unique story they are willing to share with me, and I do my very best to put myself in their shoes, applying Dave's principles and using words and ideas which will best address their particular situation."
Let me know how I can Help You!
I am here to help you! If you have questions on budgeting, or are looking for guidance in understanding Dave Ramsey's baby steps. I'd love to help! If you need encouragement as you pay off debt, I'd love to cheer you on! Or, if you're ready to take the next step into investing, I am very happy to give you guidance and help you get started. Let me know how I can assist you in your journey.
Setting up a free consultation with me is the best way to connect. During this session, I will guide you through foundational financial principles, and can be your coach as you walk through each step of your financial journey. You will find that having someone to walk you through a plan that works for you can be a tremendous source of inspiration for completing your financial goals!
Dave Ramsey Endorsed Local Provider, SMARTVESTOR® and its affiliates are not affiliated with United Planners. This should not be construed as an endorsement or recommendation by any individual or entity.
Ray Duenas has been named as a SmartVestor Pro because we’re committed to helping you achieve your long-term investing goals.
