Juan Guerra is a seasoned Senior Registered Client Service Associate with a wealth of experience in investment banking. With a decade-long tenure in the banking industry, Juan has honed his skills and expertise to become a valued team member to our clients. He holds a Bachelor's Degree from UC Berkeley, reflecting his commitment to education and academic excellence. Juan's professional qualifications include holding Series 7, 6, 63 licenses and his life insurance license, underscoring his proficiency in the financial services industry.
As a Senior Registered Client Service Associate, Juan plays a pivotal role in providing comprehensive support to clients, assisting them with account management, investment transactions, and other services functions. He leverages his diverse skill set and in-depth knowledge of investment products and regulations to assist our clients and team of Financial Advisors.
Beyond his professional credentials, Juan has a passion for enjoying life and following the market. When he isn’t working you will find him in the gym, hiking, or watching boxing.