Isis Palicio | CaringBridge

Isis Palicio UniversalWealthManagers


Isis B. Palicio LUTCF, MBA is the executive President and COO of Universal Wealth Managers and an Infinite Banking Concepts authorized practitioner. She has been a financial professional since 1996. With emphasis in Financial Planning as MBA degree holder, Universal Wealth Managers founders Isis and husband Pedro A. Palicio MBA, Ph.D. are very active in the business community. Both are also fully bilingual in English and Spanish. 


For more information about insurance brokerage and financial advice, visit http://infinitebankingsimplified.com. Our office is located at 75 Valencia Ave #304, Coral Gables, FL 33134 or call us for appointment 844-443-8422.

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