Juan Sarmiento
Registered Assistant
Juan Sarmiento is a registered assistant committed to assisting financial advisors with their clients to navigate the complexity of financial planning with clarity and confidence. He believes knowledge should be shared, and his mission is to equip people with the tools and understanding they need to make informed decisions about their financial future.
He believes technical expertise and genuine care are the keys to successful outcomes. With a philosophy rooted in education and service, he creates an environment where the team feels supported, heard, and fully informed. Juan is passionate about making an impact—helping people move from uncertainty to confidence in ways that can transform both their finances and their lives.
He holds the FSCP® designation from The American College of Financial Services and maintains Series 7 and Series 65 registrations.
Originally from Colombia, Juan lived in Canada before settling in Southern California. Fluent in Spanish and French, he enjoys working with multicultural and multilingual families, especially those adjusting to life in a new country and striving to build strong financial foundations.
Outside the office, he enjoys sports and outdoor activities—especially soccer, which he loves both watching and playing.