Juan is a native of Santa Maria, CA, where he was born and raised. After graduating from a local high school, he earned his degree in Business Administration with a concentration in Finance from San Jose State University, balancing academics with part-time work.
Juan's strong interpersonal skills and passion for service led him to a career as a bail bondsman after college, where he refined his expertise in customer service and communication. He joined CoastHills Wealth Management in late 2021 and has since been dedicated to helping clients understand their finances and pursue their financial goals through thoughtful planning and support.
In his free time, Juan enjoys playing sports, exercising, traveling, and staying engaged with video games. He’s also an avid fan of Major League Baseball and loves binging documentaries and podcasts that keep him inspired and informed.