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Alejandro Santiago Gonzalez

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 in the classroom about investing didn’t work. At best, it was speculating and gambling with your money.

Following his father’s recommendation, he worked for a few weeks as an Intern at Atlantis during the 2015 summer break. He also learned about a completely different world of investing he didn’t know about, one based on academic research and on the science of investing and human behavior which was not taught to him while in college.

After being exposed to the science, he finally understood why “traditional” investing doesn’t work and why it more resembles speculating and gambling.

Alejandro moved back to Puerto Rico after he finished college to pursue his entrepreneurial passion.

He started working at Atlantis as Marketing Manager and eventually became Atlantis’ Client Services Director and Investor Coach.

At Atlantis, he focuses his work on fulfilling his purpose: to help families work towards freedom around their finances and enjoy their lives to the fullest. He’s fully committed to coaching families so they can fulfill their purpose in life and achieve peace of mind with their money.

Alejandro is a licensed life, health, and disability insurance agent, and offers consulting services to family businesses. He lives with his girlfriend Darelis and their two dogs. They enjoy running and exercising together, and looking for new landmarks, hikes, and adventures during their travels around the world.

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Matson Money, Inc. "Matson" is a federally registered investment advisor with the Securities Exchange Commission ("SEC") and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson. The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this website will assure any particular investment results.

All of Matson Money's advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term "Co-Advisor" is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. Co-Advisors are paid fees as set forth under the tri-party Investment Management Agreement. Such fees are negotiable and may range from .20% to 1.2% of Account Owner assets under management. Matson does not retain any portion of these fees and is compensated only through advisory fees embedded in the Matson Funds.

The Co-Advisor receives an annual fee, paid quarterly in advance by Matson, based on total assets under management of the Co-Advisor's clients. Generally, the greater the assets under management that the Co-Advisor's clients have, the higher their annual compensation will be. Due to this compensation arrangement, the Co-Advisor has a financial incentive to promote Matson in lieu of other financial services providers, which results in a material conflict of interest.

Account Owners referred by other Co-Advisors may pay lower advisory fees for comparable services as a result of the range of fees available at each asset level breakpoint.

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One or more persons featured in this content is a Co-Advisor and Brand Ambassador for Matson Money. All Co-Advisors and Brand Ambassadors are independent contractors, not employees or agents of Matson. All of Matson's advisory services are marketed almost exclusively by Co-Advisors, who are compensated through advisory fees.

Brand Ambassadors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms or separately registered portfolio managers (Canada). Matson Money receives compensation for the Brand Ambassador arrangement to cover the cost of creating branding assets, like films, presentations, logos, and other various marketing material, as well as additional services.

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This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Atlantis Investment Coaching, LLC "Atlantis" in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Atlantis Investment Coaching, LLC "Atlantis" is a state registered investment advisor with the Commonwealth of Puerto Rico, and in other jurisdictions in the United States where it is required to be registered. Atlantis has been in business since 2007. Registration with state securities regulatory authorities does not imply their approval or endorsement of any services provided by Atlantis. For Atlantis' ADV Form Parts 2A and 2B firm brochures and other regulatory documentation showing its clean regulatory record go to the US Securities and Exchange Commission's (SEC) Investment Adviser Public Disclosure page at https://adviserinfo.sec.gov/firm/brochure/145416.

The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and Atlantis and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this website will assure any particular investment results.

Atlantis is one of Matson Money, Inc.'s "Matson" Co-Advisors (“Promoters”). The term "Co-Advisor" is equivalent in meaning to the term “Promoter.” Atlantis is an unaffiliated separately registered investment advisor. Atlantis is not affiliated with Matson Money or with the Co-Advisors or the firms with which Matson is associated.

Additionally, Atlantis is enrolled in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. As a Brand Ambassador, Atlantis can use Matson's Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants Atlantis a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, Atlantis retains Matson to provide certain operational consulting services in connection with Atlantis' business operations and use of the Licensed Marks, and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation from Atlantis for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets like films, presentations, logos, and other various marketing material, as well as additional services like in-depth training and coaching for leading Breakthrough Investing and the American Dream Experience. Some additional expenses can be charged for additional services.

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.