Juan Aguilar
Partner, COO CCO @Pathview Wealth Advisors
San Diego, CA, US
EMAILS
j•••@pathview.com
MOBILE NUMBERS
+16•••••••43
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WORK HISTORY
Oct 2020 — Present
Partner, COO CCO @Pathview Wealth Advisors
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San Diego, US
EDUCATION
2010
San Diego State University
B.S., Finance
SKILLS
Financial ServicesCrmBloombergRetirementPortfolio ManagementInvestment ManagementFinancial MarketsThomson OneInvestmentsFinanceWealth ManagementAsset ManagementAsset AllocationMutual FundsEquitiesSeries 6Bloomberg TerminalTradingWealth Management ServicesEconomicsFixed IncomeIrasSecuritiesCorporate ActionsFinancial AdvisoryCapital MarketsSeries 7Microsoft ExcelEtfsAsset ManagmentSeries 63
ABOUT JUAN AGUILAR
At Pathview Wealth Advisors, we help successful professionals, business owners, and…
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