Juan joined Professional Planning Group in 2025. He works on our Client Service team supporting financial advisors providing administrative support and exceptional client service.
Experience
Prior to joining Professional Planning Group, Juan worked in the financial services industry for 9 years. Most recently with Corrigan Financial, Inc. in Middletown, RI as a Trader and Client Service Associate. Much of his career has been spent working in client services, operations, and trading ensuring client cashflow and investment needs were met.
Education
Juan earned his Bachelor of Science degree from Salve Regina University in 2016, where he majored in Global Business & Economics and minored in Business Administration and Spanish.
Family
Juan resides in North Stonington, CT with his wife. They have two sons and a wheaten terrier.
Hobbies
In his free time, he enjoys spending time with family and friends. He also enjoys photography, nature walks, collecting vinyl records, and supporting his favorite sports teams, the Patriots and FC Barcelona.
