Atlantis Investment Coaching is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.
About Atlantis Investment Coaching
Together with Matson Money, Atlantis Investment Coaching is leading the way by providing breakthrough education, tools, and coaching that helps families transform their financial futures.
Working together, Matson Money and Atlantis Investment Coaching help investors learn how investing works, discover their true purpose for money, and be disciplined and prudent over a lifetime of investing.
The Atlantis Investment Coaching* team is powerfully trained in the Matson Method - a highly disciplined approach to asset allocation and long-term wealth accumulation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind.
Founder & Head Investor Coach
Omar Pereira is Atlantis' Founder and Head Investor Coach. He founded Atlantis in 2007. Omar earned a Bachelor's Degree in Electrical Engineering from Rensselaer Polytechnic Institute (RPI) in Troy, NY, and a Master's in Business Administration from the University of New Orleans. The source of Atlantis' reason to exist, its mission, and its vision is...
Client Services Director & Investor Coach
Alejandro Santiago is Atlantis' Client Services Director and Investor Coach. He joined Atlantis in 2016. Alejandro earned a Bachelor's Degree in Finance Administration from the Monterrey Institute of Technology and Higher Education, Mexico City, Mexico in 2015. During college, he participated in a broker-dealer investing contest. That experience made him realize that what he had learned...
Events Director & Investor Coach
Manuel "Manny" Lopez joined Atlantis in 2021 as Events Director. He is also one of Atlantis' Investor Coaches. Manny earned a Bachelor's Degree in Electrical Engineering from the University of Puerto Rico in Mayaguez, PR, in 2000. He also earned a Master's Degree in Telecommunications Project Management from the University of Phoenix. He earned a Project...