About
Javier
Javier works with wealth advisors to best serve clients, including account maintenance, money movements, and working with custodians. What motivated him to get into the financial planning industry was the opportunity to help clients achieve happiness and peace of mind when it comes to their finances. His role allows him to combine his interest in finance with his passion for helping others.
Javier grew up in Hutchinson, Kansas. In his free time, he loves to root for Kansas City sports teams, as well as play golf, go thrift shopping, listen to music, and discover new places to eat. He also enjoys traveling, with his top destinations being Chicago and Florida.
Education and Professional Milestones
-University of Kansas - bachelor's degrees in finance and marketing; certificate in professional selling
-Worked for OneDigital Investment Advisors in Overland Park, Kansas, as a financial mentor
Javier works with wealth advisors to best serve clients, including account maintenance, money movements, and working with custodians. What motivated him to get into the financial planning industry was the opportunity to help clients achieve happiness and peace of mind when it comes to their finances. His role allows him to combine his interest in finance with his passion for helping others.
Javier grew up in Hutchinson, Kansas. In his free time, he loves to root for Kansas City sports teams, as well as play golf, go thrift shopping, listen to music, and discover new places to eat. He also enjoys traveling, with his top destinations being Chicago and Florida.
Education and Professional Milestones
-University of Kansas - bachelor's degrees in finance and marketing; certificate in professional selling
-Worked for OneDigital Investment Advisors in Overland Park, Kansas, as a financial mentor