My name is Desiree Sotelo, and I’m a financial strategist dedicated to helping individuals, families, and business owners build strong financial foundations and long-term security. My professional focus is centered around financial education—helping people understand how money works, how it grows, and how to create strategies that protect their families while building wealth for the future.
My passion for this work comes from my own life experiences. I served six years in the United States Army as a combat medic, where service to others was at the heart of everything I did. After my military career ended due to a cancer diagnosis, I faced firsthand what it means to navigate financial uncertainty without the proper protection in place. That experience shaped my mission: to ensure families are informed, protected, and empowered when it comes to their financial future.
Today, I work with families across the country to help them with retirement strategies, protection planning, and financial education. My approach is simple—I believe people deserve clarity, not confusion, when it comes to their finances.
Outside of my professional life, I’m a proud daughter, sister, and mentor who values faith, resilience, and building meaningful relationships. I love connecting with people, hearing their stories, and helping them turn their goals into achievable plans. Clients often tell me they appreciate my honesty, my ability to simplify complex topics, and the genuine care I bring to every conversation.
For me, this work is about more than finances, it’s about impact, legacy, and making sure no family feels unprepared for the future.
