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866.311.TEAM (8326)
Juan Santos
Business Name:
World Financial Group
Business Description:
World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals.
How Business Creates Value:
As a Financial Professional, I am passionate about helping people achieve their short-term and long-term goals. Through my Financial Literacy Program, I educate families on all major areas of Finance. With over 100 Companies, I can help my clients put their money in places that are the right fit for their goals and dreams. My belief is that people should not have a one size fits all approach. Every family needs a customized strategy for their unique situation. Let's work together to map a plan to get you to financial independence.

Skills

  • U.S. Army Veteran

Credentials

  • TEAM member since 2022
  • CA License Number 0I58995

Interests

  • Writing Poetry, Hiking, Playing Softball.

Experience

  • Bachelor of Science in Criminal Justice
  • Pharmacy Technician Certification
  • Power 4 Youth, Board of Directors & Mentor
  • American Red Cross Volunteer, Long Beach VA Hospital
  • Financial Literacy Program
  • Corona Chamber of Commerce, Ambassador of the Year 2018

Languages

  • English
  • Spanish