Who We Are

Corujo Advisory Group is a financial planning company with more than 35 years of experience in the industry. We manage an investment portfolio of over $15,000,000 and have a dedicated team of around 8 employees and financial planners. Our mission is to help individuals like you work toward your financial goals and build personalized plans for a secure future.

Here’s our journey…

Linda Corujo began her career in the family business founded by her father. Together, they build a company focused on educating individuals on the many aspects of personal finance.

With this approach, the firm has helped thousands of families understand, in a simple and clear way, the financial tools available to achieve a successful retirement.

In early 1999, Linda began a new chapter, launching a new project alongside her husband, Wilton Perez Rodriguez. Together, they opened their own office, maintaining the same strong focus on personal financial education.

Throughout this journey, Linda has collaborated and aligned efforts with many professionals in the financial industry, continuing to reinforce education as the most effective tool to understand and navigate the many processes involved in retirement planning.

Linda Corujo Retirement Center was the corporation through which Linda established and solidified her professional practice, gaining wider recognition as one of the most successful women in the financial planning industry. She has received multiple awards and honors from her industry peers as well as from the companies her office represented.

In the same spirit of “prepare for the retirement”, in 2025 Linda, in collaboration with her son, Fernando Roman, Vivianna Lopez, and Diana Rivera, launched a new project: Corujo Advisory Group. This new chapter marks the beginning of the transition of the office’s operations to the “Next generation” ensuring continuity and the same commitment to client-focused financial guidance.

Corujo Advisory Group continues to uphold the same vision and mission that have always defined us, while recognizing that both markets and generations have evolved.

We embrace the ongoing growth of the financial industry by recruiting top talent, adapting to new technologies, and expanding into new markets with the speed and agility today’s society demands. Linda works hand in hand with her team to ensure these values remain at the heart of everything we do.

Welcome to our company, welcome to our community!