About Me

With nearly two decades of experience in healthcare, my career has always been centered around one purpose: helping people feel supported, informed, and secure.

My journey from healthcare leadership, nursing management, and case management to becoming a Licensed Financial Professional was a natural extension of that mission. Throughout my healthcare career, I learned the importance of listening closely, understanding each person’s unique circumstances, advocating for their needs, and helping families navigate important life decisions with confidence.

Today, I bring that same compassion, attention to detail, and person-centered approach to financial education and planning. I work with individuals, families, and business owners to better understand their financial options, protect what matters most, prepare for the unexpected, and build toward a more secure financial future.

I believe managing finances is never one-size-fits-all. Every family has a different story, different priorities, and different dreams. My role is to listen first, educate without pressure, and help create strategies that align with what matters most to you.

For me, this work is about more than finances. It’s about peace of mind, protection, opportunity, and creating a stronger future for the people and families I serve.

Nina San Luis

Licensed Financial Professional & Financial Educator

License #: 4223240