Juan Plascencia

Juan believes that at the core of every sound investment plan, is a clear vision and understanding of his clients’ objectives. It all begins with building a trust-based relationship, which is initiated with a discussion that helps identify, articulate, and prioritize his clients’ most important goals and aspirations. He is committed to providing the highest level of service, utilizing a disciplined-approach with honesty and integrity. A graduate of San Diego State University, he earned his degree in Business Administration- emphasis in financial services. Juan is a retired Marine Corps Infantry Officer, who served in both Operation Iraqi Freedom and Operation Enduring Freedom. He is a member of the Marine Memorial Association, Veterans of Foreign Wars, and supports various disabled veteran organizations. An avid outdoorsman, Juan enjoys hiking, running, and rock climbing.