Meridian Guides
Meet the people who help guide your financial next step
Get matched with a Meridian team member who can help you understand your goals, risk tolerance, opportunities, and the planning path ahead.
Victor
Tiffany
Richard
Start with a conversation. We'll help you identify which planning area deserves attention first.
What your guide can help with
Browse Meridian guides
Each guide brings a different planning lens, so you can start with the conversation that fits your needs.
Victor Espino
Chief Executive Officer
Fiduciary advisor · CRD 6095579
Focused on taxes, corporations, and retirement services.
Book with VictorTiffany Delarosa
Chief Operations Officer
Fiduciary advisor · CRD 6249204
Focused on investments, insurance, and estate planning.
Book with TiffanyRichard Delarosa
Chief Business Officer
Broker support · CRD 6241073
Focused on debt management, tax-advantaged products, and opportunities.
Book with RichardGuide profiles
Learn more about each team member's role and planning style.
Victor Espino
Fiduciary advisor · CRD 6095579
Expertise
Focused on taxes, corporations, and retirement services.
Background
Victor leads financial oversight and risk management, helping clients think through profitability, growth, sustainability, and long-term protection.
Best fit
Best for clients who want a strategic, executive-level planning conversation.
Tiffany Delarosa
Fiduciary advisor · CRD 6249204
Expertise
Focused on investments, insurance, and estate planning.
Background
Tiffany leads compliance and documentation, keeping support processes organized, regulatory-minded, and built around thorough record-keeping.
Best fit
Best for clients who want a careful, structured planning experience.
Richard Delarosa
Broker support · CRD 6241073
Expertise
Focused on debt management, tax-advantaged products, and opportunities.
Background
Richard leads system integrations and data analysis, optimizing CRM workflows and data accuracy to support seamless client-to-advisor interactions. Not an investment advisor.
Best fit
Best for clients who want operational clarity and support around the planning process.