Juan Jose Guevara
Financial Planner & Shareholder @J. F. Williams Co., Inc
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WORK HISTORY
Financial Planner & Shareholder @J. F. Williams Co., Inc
Part of a fee-only financial advisory firm dedicated to assisting our clients in the planning and management of their financial goals.* Implement formal investment policies rooted in the science of capital markets and customized based on each client’s unique circumstances.* Lead and cultivate relationships with existing and new clients to the firm.* Mentor and train new Associate Planners to the culture, process and service methodology of the firm.
EDUCATION
California State University, Northridge
Bachelor of Science (BS), Finance, General
Kansas State University
Master of Science - MS, Personal Financial Planning
College of the Canyons
Associate's degree
Kaplan University
Certificate, Certified Financial Planner Education
SKILLS
ABOUT JUAN JOSE GUEVARA
Since 1995, J. F. Williams Co, Inc. has focused on helping people manage their money to tend to their life. We build long-term client relationships that feel calm and comfortable, informed and relaxed. We connect your financial and personal affairs – your assets and your aspirations – and we help you prepare for and transition through life’s obstacles.Integrated Oversight Throughout your life well lived, you’ve accumulated your favorite people, places, interests and experiences. You’ve also accumulated investments, spending habits, insurance policies, estate planning documents. Then there are all those specialized names and numbers you must call for each concern.What’s missing is advisory oversight: a seasoned expert to help you gather your parts into a seamless whole. At J.F. Williams Co, Inc, we dedicate ourselves to stitching together your financial affairs, smoothing out financial gaps and overlaps, and weaving your material wealth into the fabric of your personal pursuits. As a Financial Planner, I am passionate about helping our clients reach their financial goals and live their great lives. I am also passionate about serving Latino young professionals reach their goals and navigate through a lifetime of major financial decisions such as, purchasing their first house, getting married, starting a family, or simply learning how to grow and keep their wealth. It all starts with a conversation that will help you clearly identify your values. Being able to relate your values with how you choose to spend your money will have the biggest psychological impact in your life, and your net worth. As a Latino, I know we had no one telling us how to invest or what to do with our wealth. All some of us knew was the word \"ahorra\"(save your money) but that is only one side of the equation. I invite you to visit our website for more info, or if working with us appeals to you please be in touch:(30••••••06 or j•••@jfwco.com
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