Wealth Management Operations Manager
Juan is a native of Santa Maria, CA where he grew up. After graduating high school locally, he attended San Jose State University, where while working part-time, he graduated with a degree in Business Administration with a concentration in Finance. His strong interpersonal skills allowed him to be a bail bondsman out of college where he found himself refining the art of customer service. Juan joined CoastHills Wealth Management in late 2021 where he has since been putting his skills to practice standing ready to help clients understand their finances and pursue their financial goals. When Juan’s not helping clients his interests include playing sports, exercising, video games, MLB, and binging documentaries and podcasts.