Our Mission

To provide our domestic and international clients insurance brokerage and financial advisory services of the highest quality based on our basic tenets of experience, trust, integrity and objectivity.

Why Us?

An aspect of our firm that makes us proud is the personal touch and attention to detail that permeates our relationships with our clients. We bring them a unique world-class service.

About The President

Pedro

 

 

 

 

 

 

 

Pedro A. Palicio, MBA, Ph.D.
President & CEO
Authorized Infinite Banking® Practitioner
Bank On Yourself® Authorized Advisor

Pedro graduated from prestigious Columbia University, in New York City, with Bachelor’s, Master’s and Doctoral degrees in Engineering and Applied Mathematics, and with an MBA with emphasis in Strategic and Financial Planning, obtaining all his degrees with the highest honors.

Upon graduation, he held executive positions of increasing responsibilities in the areas of Strategic and Financial Planning with major international corporations including IBM in Wall Street and in the headquarters of Ford Mortor Company and Ryder System. Concurrently with the above positions, he served as Adjunct Professor in the faculties of Columbia University, in New York City, the University of Maryland and Barry University.

In 1994, Pedro decided to apply his knowledge of Financial Planning to help individuals and small business owners and entered the financial services industry. From 1994 to 2005, he was one of the highest producers at the national and international levels, and was Regional Vice President for two of the major financial institutions of the world.

In 2005, he and his wife established their own company, Universal Wealth Managers LLC in the City of Coral Gables, a suburb of Miami, Florida. Its mission is to provide its clients insurance brokerage and financial advisory services of the highest quality, based on its basic tenets of experience, trust, integrity and objectivity.

During the 2008 financial crisis, Pedro came to the conclusion that “conventional financial wisdom” was based on faulty premises and to properly serve his clients and protect them from the greed, corruption, and irresponsibility of Wall Street banks and financial institutions, a paradigm shift was in order. After studying in depth the Infinite Banking Concept® and Bank On Yourself®, he realized that the only way to control your financial future was to control the banking function yourself.

Pedro is exceptionally well versed in the Infinite Banking Concept® and Bank On Yourself® and practices what he preaches as he and his family own several of these policies. His ability to explain complex concepts in simple terms allows him to educate, coach and serve a diverse clientele that includes families, business owners, professionals and high-net-worth individuals throughout the United States and empower them to eliminate outside financing, reduce taxes and increase their wealth. In other words, be financially independent.

He is available for a complimentary no-obligation in person or virtual consultation to understand your financial goals and show you how to make them a reality.

Pedro is fully bilingual in Spanish and English and is insurance lincesed in the States of Florida and Michigan.

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Contact Information

Universal Wealth Managers LLC
1500 San Remo Avenue, Suite 248-A
Coral Gables, Florida 33146
T: 305-665-4508
F: 1-305-647-0213
E: Pedro.Palicio@BeFinanciallyIndependent.net