Juan studied at CSUF where he got a Bachelor’s degree in Economics. After graduating he began working as a Real Estate Valuations Analyst for a private company where he discovered his passion for helping individuals. After some time he realized that he wanted to continue assisting people reach their financial goals but decided to take a more hands-on approach where he could directly see the effects of his recommendations and obtained his licenses to become a Financial Professional.
Juan caters to all individuals financial goals/needs but specializes in working with Public School Employees, he is well versed in the CALSTRS, CALPERS, and Kentucky Teacher Retirement System. His mission is to provide education, financial literacy, and high level of service to his clients.
Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies
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