• Hugo Espiritu, CCPS®, ELA™
    Founder, Risk Manager
    Hugo Espiritu, CCPS®, ELA™
    Founder, Risk Manager
    Hugo Espiritu began his career at a private Wall St.-based investment firm in New York City where he helped families and business owners create and implement financial plans for their future. The heartfelt conversations he had with his clients throughout those years unearthed a passion for Hugo that he had not been aware of: securing his clients, their goals, families, and businesses in the event that things didn't go according to plan.
     
    Identifying and mitigating these risks became his forte, founding Tree of Life Insurance Associates alongside his business partner, and life partner, Olga Espiritu, CFP® of Tree of Life Wealth Advisory Group. Besides acquiring several investment industry licenses, Hugo expanded his overall financial planning knowledge by becoming a Certified College Planning Specialist™,  an Education Loan Analyst™ as well as a Registered Tax Return Preparer with the IRS.
     
    Hugo Espiritu is currently a Chartered Life Underwriter (CLU®) candidate at The American College, the CLU® designation is respected internationally as risk management's highest standard of knowledge and trust.

Hugo Espiritu began his career at a private Wall St.-based investment firm in New York City where he helped families and business owners create and implement financial plans for their future. The heartfelt conversations he had with his clients throughout those years unearthed a passion for Hugo that he had not been aware of: securing his clients, their goals, families, and businesses in the event that things didn’t go according to plan.

Identifying and mitigating these risks became his forte, founding Tree of Life Insurance Associates alongside his business partner, and life partner, Olga Espiritu, CFP® of Tree of Life Wealth Advisory Group. Besides acquiring several investment industry licenses, Hugo expanded his overall financial planning knowledge by becoming a Certified College Planning Specialist™,  an Education Loan Analyst™ as well as a Registered Tax Return Preparer with the IRS.

Hugo Espiritu is currently a Chartered Life Underwriter (CLU®) candidate at The American College, the CLU® designation is respected internationally as risk management’s highest standard of knowledge and trust.