Juan M. Molina
~Financial Professional at Transamerica Financial Advisors, Inc. **Currently looking for leaders for our expansion**
- Role
- Professional Financial Advisor at World Financial Group (WFG)
- Location
- Red Bluff, CA, US
- LinkedIn followers
- 500 followers
About Juan M. Molina
Financial Professional in search for Leaders and Entrepreneurs to associate in business…
Experience
Professional Financial Advisor
Apr 2020 — Present · US
We help people by educating on different financial literacies. We teach people how money works. We help develop a written financial plan: we believe everyone is better off with things in writing. We\'ll review any insurance, retirement, or investment products you currently own to make sure that they are suitable and in your best interest to reach your goals. We not only review, but shop the industry to see if you can reduce your costs, increase the rate of return, while minimizing risk, volatility, and potentially lower your taxes in the future. We can shop the industry because we are non-captive. After reviewing your current financial situation, we will make recommendations to help you meet your short, mid, and long-term goals. We provide a complimentary Financial Needs Analysts report that gives a snapshot of where you are financially. Covering the 6 steps to financial independence- Cash Flow: Earn additional income & manage expenses (budgeting)- Debt Management: Consolidating debt & strive to eliminate debt by doing a margin roll-up or snowball effect- Emergency Fund: Save at least 3-6 months\' income, eventually to 24 months & prepare for unexpected expenses- Proper Protection: Protect against loss of income by providing insurance- Build Wealth: Strive to outpace inflation and resume taxes- Preserve Wealth: Reduce taxation and build a family legacyUltimately, striving to live the life that you want and desire!
Education
Grand Canyon University
Master of Business Administration - MBA, Entrepreneurship/Entrepreneurial Studies
Victor Valley College
Associate's degree, Business Administration and Management, General
Inland Career Education Center
GED® Credential
2016 — 2017
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