Private Wealth Manager + Financial Advisor
Focusing on long-term relationships and holistic financial well being.
Headquartered in Chula Vista, CA with a satellite office in Mexico City, Mexico, and Geneza, Switzerland, I represent financial clients between continents.
Contact Me
1429 OLD JANAL RANCH RD
CHULA VISTA, CA 91915
juancarlossc@gmail.com
T. +1 619 948 5806
T. +52 55 9107 3954
Areas of Expertise
Regular Reporting and Communication
Provide ongoing updates on portfolio performance and financial plans.
Adjust strategies as clients' needs or market conditions change.
Financial Planning
Assess clients' financial goals, risk tolerance, and time horizons.
Create comprehensive financial plans covering investments, retirement, estate planning, tax optimization, and more.
Investment Management
Develop and manage customized investment portfolios.
Allocate assets across stocks, bonds, real estate, private equity, and other investments.
Monitor and adjust portfolios to align with market conditions and client goals.
Liability & Risk
Recommend insurance products (life, health, property) to protect against financial risks.
Assess and mitigate risks in investment portfolios.
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.
– Benjamin Graham
Get in Touch
Schedule a free consultation or get a financial review to
Plan for your future | Achieve your financial goals | Investing today
Secure your retirement | Protect your wealth | Control your wealth | Grow your
wealth | Build a legacy
EMAIL:
juancarlossc@gmail.com