SNX Consultants Inc.
SNX Consultants provides you with knowledgable and experienced professionals. With expertise, we accommodate your needs in an efficient manner. What's important to you is important to us.
Sergio Xula: Founder
Active Professional Licenses:
Mortgage Loan Originator NMLS#1138457
Life & Health
Property & Casualty
Real Estate Broker
My career path started in the hospitality industry in the mid 90's to late 90's. This opportunity gave me a deep understanding on how important the client experience needs to be. In the early 2000's, I transitioned into the automotive industry which equipped me with heavy sales and finance expertise. Finally, in 2005 I met JP Morgan Chase Bank, which developed my expertise in consumer finance and business banking. As a top performing VP in business banking, this created an opportunity to develop leadership skills in the Southern California market after the acquisition of Washington Mutual and being responsible from 25 to 56 offices within the state. In 2013, an opportunity came to me to become a small business owner in a restaurant in Chicago. Unfortunately, after 6 months in business a vehicle crashed into my restaurant and destroyed it. This was clearly a message from higher powers that owning a restaurant is not my purpose in life. In 2015 the decision was made to come back to my calling in the financial services industry & SNX Consultants Inc was born. I've positioned myself to acquire 9 professional licenses to ensure my clients understand the commitment we have to do the right thing.
Certified Financial Educator
My decision to take on financial advising and guidance, as a career path, came in September of 2002. My previous experience as a coffee shop owner left me unfulfilled and dissatisfied. Curiosity into subjects regarding wealth building, insurance protection, and tax strategies led me to where I am today. Over the course of my career, I have had the opportunity and pleasure of working with many families in developing a plan for the future. My expertise is in the areas of insurance and retirement strategies, but my knowledge and resources extend across the entire financial services spectrum. I am an Investment Advisor Representative who has attained the CFEd designation. The CFEd Certified Financial Educator is a registered designation awarded to individual practitioners who are engaged in the field of study. Education is at the very top of my priority list when it comes to the planning process. I look forward to meeting you.