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Juan Aguilar

About Juan Aguilar

Financial Planning Associate

On the Personal Side:

When not working, Juan enjoys traveling nationally & abroad, attending concerts and playing guitar.  Juan listens to a wide range of musical genres and is constantly looking for new music.  Kayaking and running are some of Juan’s favorite pastimes.  Encouraging and motivating students by volunteering at Grossmont College through the Extended Opportunity Program is one of Juan’s passions.  Juan recently became involved with Junior Achievement in Mission Valley and is looking forward to future volunteer opportunities.

 Some Things You May Not Know About Juan:

Juan went on his first cruise in 2015.  He traveled to St. Thomas, The Bahamas, Grand Turk, and Puerto Rico.  Juan really enjoyed Snuba diving in Coki Beach and hopes to get Scuba certified one day.

Juan joined the team in November 2013.  Juan’s primary responsibilities include developing and updating comprehensive financial plans and providing portfolio research & analysis.  In addition to these tasks, Juan also participates in servicing clients’ accounts, portfolio administration, trading as well as company initiatives.  Prior to joining the firm, Juan worked for an asset manager in Del Mar, CA.  Juan also spent two years working for The Vanguard Group where he provided investment guidance to high net worth clients.  Juan earned his B.S. in Finance from San Diego State University and is currently pursuing the Certified Financial Planner™ designation.

(619) 295-0200, ext. 204


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