Juan Plascencia, CFP®Financial Advisor
CA Insurance License #0K72651
Resident State: CA
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 attained his CERTIFIED FINANCIAL PLANNER™ certification in November of 2020 from the College for Financial Planning. This certification required the completion of extensive course work and rigorous testing in the areas of investment planning and asset management, estate planning, retirement planning, insurance, taxation, and risk management .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.