Providing a planning process to financial success!

“My goal is to deliver sound financial, investment and protection strategies that are designed to help you take control of your future.”

Javier works to create financial strategies through a combination of experience, knowledge and a focus on building lasting relationships with his clients. He explains complex issues in clear language to help people feel comfortable with the strategies they choose for retirement. His business career began in 2003, and for 19 years he developed his experience and leadership skills while launching businesses and consulting for a diverse range of organizations, including startups, oil and gas companies, and Fortune 500 companies. In 2014, he became a retirement planning specialist to help people pursue financial independence.

Javier received his bachelor’s degree and his MBA, with an emphasis in accounting and finance, from Regis University and most recently received a Certificate in Retirement Planning from the Wharton School’s Executive Studies Program. He has passed the Series 7, 24 and 66 securities exams. In 2020, ColoradoBiz nominated Javier in a list of the 50 most influential young professionals across the Colorado business community.

Away from his office, Javier serves on the board of the Doreen Katz Memorial Cancer Foundation, which helps parents living with cancer by providing grants and resources to their children in need of school, sports or therapeutic activity. He is also dedicated to local wildlife, with efforts to help conserve more than 17,000 acres of Colorado land.