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Francisco S. Velez Edit Profile

financial planner

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, San Juan, 1972-1974;private practice finance planning, Tampa, Florida, 1974-1978;manager consultant services southeastern head office, Metropolitan Life, Tampa, 1978-1985;executive vice president, National Finance Planning, Inc., Tampa, 1986-1987;director finance services, Equitable Finance Companies, Tampa, since 1987. Consultant in field; consultant taxes Metropolitan Life, 1978-1985. Artist in residence, Tennessee, 1990.

Achievements

  • Registered finance planner, Florida, Georgia.

Works

  • Other Work

    • Designer finance planning program, marketing strategy.

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).

Interests

  • Other Interests

    Avocations: 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