Juan grew up in the Downey area of Southern California and graduated from the University of Southern California (USC) earning a Bachelor's Degree in Business Administration and Finance Cum Laude. His breadth of experience in Corporate Financial Planning, all aspects of Real Estate, Insurance, and customized Financial Strategies makes Juan a well-prepared partner in helping our members achieve their financial goals. Juan has his Series 7 (General Securities) and Series 63 (Uniform Securities State Law Exam) all held with LPL Financial and he also holds a California licensed Real Estate Broker, Life and Health Insurance Licenses. In his free time, he enjoys traveling, reading and hitting the beautiful local trails. He lives in Riverside, with 2 children now in college. Juan is fluent in Spanish.
CA Insurance License 4328738