Juan Plascencia, CFP®

Juan is a Senior Financial Advisor and is an integral part of the management team of The Olin Financial Group of Wells Fargo Advisors. 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 CERTIFIED FINANCIAL PLANNER™ professional and specializes in retirement income planning, tax minimization, estate investment planning, social security strategies, and risk management. Juan has been the recipient of the Five Star Wealth Manager* award over the last 4 consecutive years (2021-2024) as seen in Diablo Magazine San Francisco East Bay.

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.

Wells Fargo Advisors does not provide legal or tax advice.

*The Five Star Wealth Manager award was issued on October 1st, 2024 by Five Star Professional (FSP) for the time period 01/09/2024 through 08/09/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria –considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10.Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,567 San Francisco East Bay-area wealth managers were considered for the award; 85 (5% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

2021 – 1,413 East Bay area wealth managers were considered for the award; 89 (6% of candidates) were names Five Star Wealth Managers.
2022- 1,155 East Bay area wealth managers were considered for the award; 90 (8% of candidates) were named Five Star Wealth Managers.
2023- 1,291 East Bay area wealth managers were considered for the award; 87 (7% of candidates) were named Five Star Wealth Managers.
2024- 1,567 East Bay area wealth managers were considered for the award; 85 (5% of candidates) were named Five Star Wealth Managers.