Cell: (323) 333-8132Work: (949) 486-8350
Working with Juan provides you with a unique opportunity to strategize your success. Juan, along with his professional team, will work with you to envision a superior financial future and then help you build towards that future. How? Juan focuses on growing the assets you want, protecting the people and assets you care about, and distributing those assets in the most tax efficient way possible. He starts this by showing you a clear picture of where you are positioned today and listen to your concerns for tomorrow, to meet all your financial and life goals. This may include building wealth, ensuring your money is protected, maximizing retirement income, and planning the legacy you leave to your family and community. By recognizing your desires and identifying areas that can be adjusted, he and his team can help you build financial wealth as you create richer lives for yourselves and your families.
Juan takes an uncommon approach towards helping his clients achieve long-term financial success. Breaking away from older planning models, Juan creates a personalized plan beginning with a thorough understanding of their clients' current situation. Then he helps them concretely envision “a good life for the rest of their life.” Only after understanding his clients’ current situation, goals, and aspirations for the future is he able to offer step by step guidance towards building that future.
Juan focused most of the early years of his career in the medical field. His interest in being proactive and coming from a place of strength led him to Pacific Advisors where a deep passion for having the healthiest plan is held at its core. Juan’s purpose is to help his clients flourish in crisis and success, by providing uncommon, trustworthy, and person-centered advice about your financial circumstances and future. The sea of information available can cause procrastination, anxiety, and confusion. There are radio talk-show hosts, relatives, or a tax adviser offering conflicting information; Juan helps to silence the financial chatter and see clients flourish financially!
Bright people realize the value of getting quality help, which is why many of them rely on Juan and his team here at Pacific Advisors to help them with their financial futures. Building secure financial futures often includes areas such as tailored retirement income strategies, tax-reduction strategies, investments, life insurance planning, and effective asset allocation and coordination.
Juan is a husband, father, and provider. He was born in Spain to two Air Force parents and lived all over the world until his family settled down just North of San Antonio, Texas. He graduated from Texas Lutheran University where he played football. He moved to Los Angeles in 2008 where he met his wife Molly and are currently raising their two children in Rancho Palos Verdes. He moves life forward for his clients that span coast to coast. His clients range from business owners, families, and individuals, and they will tell you they like working with Juan because he brings financial balance to their lives.
Through the years Juan has realized that life is not linear, it changes over time. With his team, he develops responsive plans to protect and grow your finances through long-term relationships. His impact will be that he just didn't make a living but a difference.
Juan invests in himself to provide value to his clients. In addition to his education and professional experience, Juan is a certified Financial Advisor and is working towards further industry certifications. Juan is committed to continually educating his clients, his team, and himself.
At Pacific Advisors, we combine decades of collective knowledge and a time-tested process to help you and your family craft a plan of action for financially producing and supporting a good life for the rest of your life. We call this plan your Path of Confidence™. At the end of the day, each of us is doing our best to live a good life. While money is no assurance of a good life, not having enough money for lifelong financial success certainly threatens a good life.
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Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0G83512, AR Insurance License Number - 15417541. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.