Juan joined the team in November 2013. His primary responsibilities include developing and updating comprehensive financial plans, providing portfolio research & analysis, spearheading the firm’s Marketing initiatives and most recently, overseeing Operations. In addition to these tasks, he also participates in servicing client accounts, portfolio administration, and trading, as well as other projects. Prior to joining the firm, Juan worked for an asset manager in Del Mar, CA. He also spent two years working for The Vanguard Group where he received a great foundation while providing investment guidance to high net worth clients. Juan holds an Executive Financial Planner Advanced Certificate and B.S. in Finance from San Diego State University.
His industry associations include:
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association (FPA)
- All-Star Financial Group
- Jewish Community Foundation – Trusted Charitable Advisor (TCA)
- Bayside Community Center – Board of Directors Chairman
On the Personal Side:
When not working, Juan enjoys spending time with family and friends, traveling, attending concerts, surfing, hiking, and playing guitar. He listens to a wide range of musical genres and is constantly looking for new music. When given the opportunity, he enjoys encouraging and motivating students by volunteering at Grossmont College, San Diego State University, and Junior Achievement.
Some Things You May Not Know About Juan:
Juan was born in Mexico, he is fluent in Spanish, and he has two daughters. He enjoys spending quality time with his girls exploring San Diego, museums in Los Angeles, Santa Monica beach, and amusement parks, and is constantly looking to create new memories.