Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Juan is an Associate in the New York office. He supports the client-facing team of the Executive Financial Counseling practice, which provides financial planning and tax preparation services to corporate executives.
Prior to joining Cerity Partners, Juan was a Credit Analyst Extern at CIBC and the Healthcare Sector Head for the University of Miami’s Student Managed Investment Fund.
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