A REPUTATION FOR EXCELLENCE

Our goal is to help you reach your lifelong objectives

OUR TEAM

Over 20 Years in business

UFC is an independent benefits firm and member of M Financial Group. We specialize in the design, installation and administration of retirement, insurance and wealth management strategies for family owned and multinational family corporations as well as the value based needs of the affluent and ultra-affluent.

We work closely with international law firms and other financial service professionals which require access to insurance solutions for cross-border succession and wealth transfer for their clients.

Roberto Schaechter

PRINCIPAL

Denise Giammattei

PRINCIPAL

Michael Morejon

Vice president strategy

Roberto Ruiz CFP®, CLU®, RIPC®

Chief Executive OfficeR

Adriana Gonzalez

Business Support Associate