Juan Aguilar's Location
San Diego, CA, US
Juan Aguilar's Work
- Partner, COO and CCO @ Rowling & Associates LLC
- Principal, Director of Operations @ Rowling & Associates LLC
- Director Of Operations @ Rowling & Associates LLC
- Associate Financial Planner @ Rowling & Associates LLC
- Investment Associate @ D&Y
- Brokerage Associate @ Vanguard
- Client Relationship Associate @ Vanguard
Juan Aguilar's Education
- San Diego State University
B.S. (Finance)
Juan Aguilar's Skills
- Financial Advisory
- Series 63
- Economics
- Fixed Income
- Wealth Management Services
- Portfolio Management
- IRAs
- Capital Markets
- Investments
- Bloomberg
Juan Aguilar's Summary
Juan Aguilar, based in San Diego, CA, US, is currently a Partner, COO and CCO at Rowling & Associates LLC, bringing experience from previous roles at Rowling & Associates LLC, Rowling & Associates and D&Y, LLC. Juan Aguilar holds a B.S. in Finance @ San Diego State University. With a robust skill set that includes Financial Advisory, Series 63, Economics, Fixed Income, Wealth Management Services and more, Juan Aguilar contributes valuable insights to the industry. Juan Aguilar has 2 emails and 1 mobile phone number on RocketReach.
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