About Juan
I am a Wealth Management Advisor at TIAA with over 25 years of financial services experience. I hold a Bachelor’s Degree in Business Administration – Management & Human Resources, from California State Polytechnic University, Pomona. I also hold FINRA Series 7, 6, 63, and 66 registrations while maintaining Life, Health and Variable Annuity licenses. Additionally, I earned the CFP® (Certified Financial Planner) designation in 2006.
At TIAA, I focus on helping participants plan for their financial well-being and retirement readiness. I meet with employees one-on-one and provide personalized advice and holistic financial wellness planning. I find it so fulfilling to see my clients evolve in their personal and financial lives. It gives me great satisfaction to help my clients move forward, remove obstacles, and to keep them informed of an ever-changing regulatory and marketplace.
I was born in Los Angeles and raised in the San Gabriel Valley. I currently live in the City of Walnut, CA with my wife, Pilar, and son, Chris, who keeps us busy with his school work and activities such as piano, baseball and the arts. We work together as a family to prepare him for academic success and to be a well-rounded young man.
At TIAA, I focus on helping participants plan for their financial well-being and retirement readiness. I meet with employees one-on-one and provide personalized advice and holistic financial wellness planning. I find it so fulfilling to see my clients evolve in their personal and financial lives. It gives me great satisfaction to help my clients move forward, remove obstacles, and to keep them informed of an ever-changing regulatory and marketplace.
I was born in Los Angeles and raised in the San Gabriel Valley. I currently live in the City of Walnut, CA with my wife, Pilar, and son, Chris, who keeps us busy with his school work and activities such as piano, baseball and the arts. We work together as a family to prepare him for academic success and to be a well-rounded young man.