Hi…I’m Juan!

Thank you for scheduling a visit with me…I look forward to meeting you!

Please take a moment and watch the video I’ve created for you. It will describe my background, my philosophy on financial planning and what to expect from our first visit. Here is a little bit more about me…

As a former police officer, I’ve always had a passion for helping people and believe that as a financial advisor, I have the opportunity to help people on a long term basis. Professionally, I felt like it was a good time to make the transition from a public service career to a more personal level of service…helping people navigate through their financial journey. I look forward to meeting with you!

*We are currently scheduling Zoom visits for all prospects and clients.