Juan serves as a Private Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Juan advises clients in the areas of retirement, investment management, tax, estate planning, risk management, and charitable planning. Juan’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Juan brings to his clients more than 15 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a national multi-family office where he advised ultra-high-net-worth individuals & families with complex financial affairs. Juan was responsible for having a holistic understanding of his clients’ financial situation and worked closely with them to help achieve their goals.
Juan earned a Bachelor’s in Accounting from the University of Florida and a Master’s in Taxation with an Advanced Graduate Certificate in Financial Planning from Bentley University. Juan is also a licensed Certified Public Accountant and fluent in Spanish.
Juan and his wife Diana have two children – Liam and Penelope. In his spare time, Juan enjoys the outdoors, traveling, and spending time with family and friends.
(407) 429-9140 | [email protected]