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Francisco S. Velez

Francisco S. Velez, Puerto Rican, American financial planner. Registered finance planner, Florida, Georgia.

Background

  • Velez, Francisco S. was born on June 3, 1935 in Humacao, Puerto Rico. Son of Francisco M. and Margarita (Mejia) Velez.

  • Education

    • Bachelor, Pennsylvania Military College, 1957. Juris Doctor, Interam. University, San Juan, Puerto Rico, 1969.

    Career

    • District manager Pan American Life, San Juan, 1968-1972. Private practice finance planning, 1972-1974, Tampa, Florida, 1974-1978. Manager consultant services southeastern head office Metropolitan Life, 1978-1985.

      Executive vice president National Finance Planning, Inc., 1986-1987. Director finance services Equitable Finance Companies, since 1987. Consultant in field; consultant taxes Metropolitan Life, 1978-1985.

      Artist in residence, Tennessee, 1990.

    Major achievements

    • Registered finance planner, Florida, Georgia.

    Works

    • Designer finance planning program, marketing strategy.

    Politics

    Party affiliation: Republican

    Membership

    Chairman Building Fund for Retarded, Brandon, Florida, 1976, Good Samaritan Housing, Inc. Member Advisory Council Hispanic Affairs to mayor of Tampa. Sherriff Hispanic Advisory Council of Hillsborough County, member Sheriff's Advisory Council.

    Board directors Good Samaritan Minion, Inc. Member International Association Finance Planners (board directors since 1987). Clubs: Exchange (charter president 1968, Outstanding member Milaville, Puerto Rico chapter 1968, 69, Builders award Puerto Rico district 1969).

    Lodges: Rotary (board directors Vero Beach chapter 1982-1984, chartered president Tampa West 1986).

    Personality

    Interests

    Music, racquetball, soccer.

    Connections

    • Married Kathryn Miranda, August 23, 1957 (deceased February 1985). Children: Kathryn Joan, Francisco III, Juan Carlos.
    • father: Francisco M. Velez
    • mother: Margarita (Mejia) Velez
    • spouse: Kathryn Miranda
    • children: Kathryn Joan Velez
    • Francisco III Velez
    • Juan Carlos Velez
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    Born June 3, 1935
    Nationality
    • 1957
      Pennsylvania Military College
    • 1969
      Interam. University
    • 1968 - 1972
      District manager, Pan American Life
      San Juan, Argentina
    • 1972 - 1974
      private practice, finance planning
      Tampa, Florida, United States
    • 1974 - 1978
      private practice, finance planning
      Florida, United States
    • 1978 - 1985
      manager, consultant services southeastern head office Metropolitan Life
    • 1986 - 1987
      executive, vice president National Finance Planning
    • 1987
      director, finance services Equitable Finance Companies