At Retirement Partner Advisors, Javier works with plan sponsors in managing their fiduciary duties and investment choices. He also educates retirement plan participants to help them understand plan rules and investment allocations and risks. He also specializes in wealth management for individuals and being in the retirement plan industry, Javier and the team at RPA is very fee-conscious for both plans and wealth management clients. He enjoys helping others, finds his job very fulfilling.
Javier began his financial industries career in 1999, when he joined Washington Square Securities. While at Washington Square Securities, Javier provided the Successful Money Management Seminars educational seminar on the island. Since 2002 Javier’s practice has focused on qualified and non-qualified retirement plans in Puerto Rico. Strategically many mainland advisors have sought out a partnership with Javier for their client’s Puerto Rico retirement Plans.
Javier is a member of NAPA and has obtained various designations including Accredited Investment Fiduciary, Professional Plan Consultant and Certified Plan Fiduciary Advisor. Outside of work, Javier enjoys golfing, running, beach sports, and spending time with his wife and daughters.