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Client Relationship Summary
Contact Us
Portfolio Resources Group, Inc.
800 Brickell Avenue, Suite 903
Miami, Florida 33131

Voice: 305-372-0299
Fax: 305-372-0499

General Enquiries:

PRG Operations Related:

Managed Accts Related:

Executive & Compliance
Antonio Camejo, Co-Chair, CEO, CCO - Ext. 405
Juan Ignacio Sosa, Co-Chair, COO - Ext. 406
Nancy Baquero, CFO, FINOP, CISO - Ext. 404
Gustavo Cordero, VP Financial Opts. - Ext. 418

Miami Operations
Monica Vaca, Operations Manager - Ext. 409
Maria M. Fernandez, New Accounts - Ext. 416
Gloria Mangas, Account Services - Ext. 412
Juan Martinez, Operations Specialist - Ext. 401
Nora Camejo, VP Managed Accounts - Ext. 417

Europe Operations
Cristina Sosa, Asst. Opts. Manager - Ext. 415
Ramon Abascal, Compliance Asst. - Ext. 414

Advisory Council
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Ext. 422
Douglas Goldstein, CFP®
José Gonzalo Muci, Ext. 421
Ricardo Larrazabal, Ext. 423
Domestic Associates
Foster Financial Services
Stephen Foster, CFP®, ChFC®, LUTCF®
Uniwealth Advisors
Stefano Fanfani
Isasi Wealth Advisory
Roberto Isasi, CFA®, CFP®
Grupo SAM
Policarpo Rodriguez

Impact Investing Division
Joyce K. Moore, ChFC®, LUTCF®
Thomas L. Moser
International Associates
Jerusalem, Israel
Profile Investment Services, Ltd.
Douglas Goldstein, CFP®
Sandy Ohana
Yoram Ohana
BatSheva Goldstein

Lighthouse Capital Ltd.
Aaron Katsman
Rachel Weiss

Madrid, Spain
PRG, Inc.
Cristina Sosa, Operations – Ext. 415
Ramon Abascal, Operations – Ext. 414
Caracas, Venezuela
Grupo BBO
Diana Arreaza
Allen Brewer
Jose Gonzalo Muci
Miguel Octavio
Eduardo Valera
Carolina White

Grupo PRG
Carmen Elena Sosa
Andrea Monteverde
Aibory Mora
Gustavo Degwitz
Tibisay Lopez
Jhonny Georges
Andrea Nogueroles
Maria Luzardo
Ivonne Sanguino
Jorge Urosa
Marcos Villegas

Grupo SAM
Antonio D’Alvano
Leonardo Gonzalez
Ricardo Larrazabal
Andres Octavio
Market and Business News
The links below take you to third party sites.
We are not responsible for their content.
App River 365
Bank of New York Mellon
DST Vision
Envestnet, Inc.
Financial Services Institute
Global Relay
Pershing LLC.
Pinnacle Insurance
Schwab Institutional

Insurance Group

Portfolio Resources Group (PRG), is a Licensed Insurance Agency.

Pershing LLC., a subsidiary of
The Bank of New York Mellon Corp.

Schwab Institutional

Service Providers:
Pinnacle Insurance &
Financial Services, LLC.

Regulatory Disclosures:
Business Continuity Plan
Privacy Policy

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Insurance and Annuity Services

Portfolio Resources Group’s insurance and annuity department is a comprehensive resource that ensures you will get the best solutions to meet your needs. Call your advisor today to begin planning for your future goals.

Life Insurance
Life can be confusing and complicated at times, including the decision to purchase life insurance. Understanding different types of life insurance and when they are appropriate should ultimately be left to knowlegeable professionals, but it’s important to make sure you have a basic understanding of the different types of life insurance policies and how they can meet your needs.

Term Life Insurance
• Not permanent (coverage lasts for a set period of time)
• No cash value component
• Guaranteed returns

Whole Life Insurance
• Permanent policy
• Provides protection while serving as an asset accumulation vehicle
• Premiums can be set at an annual fixed rate or increase with age

Indexed Universal Life Insurance
• Permanent policy
• Combines term insurance with a market rate of return
• Returns are not guaranteed

Variable Universal Life Insurance
• Permanent policy
• Has an investment fund tied to a stock or bond mutual-fund investment
• Returns are not guaranteed

Are you looking for a safe – secure – guaranteed stream of income during retirement?

Fixed and indexed annuities provide guaranteed lifetime income with the potential of stock market-linked growth. With these annuities, you get upside growth potential without risking losses in an unstable market environment.


Financila Planning
Financial Planning & Insurance

Insurance is an important part of an over-all financial plan. One of our associates can help you integrate insurance into your asset allocation strategy through our strategic partnership with Pinnacle Insurance, a premier insurance platform providing access to major carriers.
Contact one of our associates today.

Products Offerings

American Fidelity
American General
American National
Banner Life
John Hancock
Lincoln National
Minnesota Life
Mutual of Omaha
National Life
North American
Pacific Life
Pan American
Protective Life
State Life