About Us

Obelisco is the Spanish word for Obelisk which originated in ancient Egypt. Obelisks were spectacular monuments, often dedicated to the solar gods in representation of power. They were monuments to the fusion of earthly and divine power. Today Obelisks are beautiful strong structures set up as landmarks that symbolize stability, strength, guidance, a point of reference, and a pillar. You can find an Obelisk in every corner around the world, from Buenos Aires to Washington DC, to Israel, United Kingdom, and more. This is where we take our name from and its meaning, to be the guiding force to our clients, bringing them our knowledge and Experience they can count on.

Obelisco Advisers was funded by Carlos R. Peña in 2017 with the goal of providing boutique services with a white glove customer service experience.

Obelisco Advisers is the combination of Knowledge, Experience, Technology, and Strategic Worldwide Partnerships, that provide tailor-made financial solutions for individuals and corporations in 4 key areas Banking, Lending, Real Estate, and Crypto Currencies.

Obelisco Advisers works with clients in all continents, and over 178 different countries, its partnerships with Banks, Lenders, Real Estate Brokers, Crypto Currencies Exchanges, and more, allows Obelisco Advisers to be a One-Stop-Shop.

Headquarter in Miami, and with representations in Latin America and independent agents around the world, Obelisco Advisers understands the unique opportunities and challenges in the current landscape of the financial world and provides solutions for its clients.

Obelisco Advisers integrated technology expedites the implementation of services and provides clients with cutting-edge solutions.

Our Mission

To provide world-class services, tailored to the needs of our clients in our 4 key areas of expertise, Banking, Lending, Real Estate, and Crypto Currencies, by executing in all of our Core Values, thinking outside the box to provide solutions, and deliver outstanding results, be the best of the best in what we do.

Our Vision

To continue to grow organically, building long-lasting relationships with our clients and partners around the world, making Obelisco Advisers a desire firm to work with year after year.

Our Core Values

We believe that knowledge and Experience put to work is power. In our work we are guided by our strong commitment to these values:








Client Professionalism

Long Lasting Relationships


License License Number
Florida Mortgage Broker License

Legal Information & Privacy Policy

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