Juan Santamaria
CFP®
Financial Planner
Juan is a proud graduate of Texas A&M University, where he built a strong foundation in both business and finance, majoring in economics. His diverse background in wealth management and financial services includes consulting on complex financial planning, estates and executive compensation.
Juan has always been drawn to complex, intricate challenges, which is reflected in his hobbies: the strategic depth of chess, the physical challenges of rock climbing, or the ever-evolving world of financial planning. He embraces the nuances of financial planning and the dynamic landscape of holistic strategies, where subtle details often lead to creative solutions — a challenge Juan relishes.
Originally from the Dallas-Fort Worth area, Juan now calls Austin home. When he’s not catching a game or exploring the outdoors with friends, you’ll likely find him planning his next trip, especially if it involves heading to Colombia.