Axel Otero, Financial Advisor, In Orlando, FL

Axel Otero is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Originally from Puerto Rico, Axel moved to Orlando, Florida, several years ago and is passionate about helping others pursue their financial goals. Being fluent in Spanish and English, along with over 15 years of experience in investments, banking, and small business development, helps him walk alongside a diverse range of clients on their financial journeys.

Axel holds a BA in Business Administration from the University of Puerto Rico, an MBA in Finance from Interamerican University of Puerto Rico, and is a Series 65 Investment Advisor Licensee. In addition to his financial advising career, he has a passion for coffee as a self-proclaimed “barista,” having learned the farm-to-cup process. He is also an active member of Lake Nona Familia de Fe Church, where he helps lead the men’s efforts. Axel and his wife, Jessica, have two children, Fernanda and Maximiliano. He enjoys traveling and dining out with his family, and has a special fondness for visiting Vieques, Puerto Rico, due to the family memories and beautiful beaches. He is also a sports fan (particularly baseball) and enjoys coaching his son’s little league teams. To learn more about Axel, connect with him on LinkedIn.

Credentials

• Series 65 Investment Advisor Licensee
• BA in Business Administration from the University of Puerto Rico
• MBA in Finance from Interamerican University of Puerto Rico
• Over 15 years of experience in investments, banking, and small business development