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Juan H

CFP®, Series 65

Spring, TX

OneSeven

Juan Hernandez Ariano is a CFP® with 8 years of experience currently serving at OneSeven. His prior roles include positions with Baron Financial Advisers, 212 Advisory Group, and Top Global Financial Advisors. He is president of the Financial Planning Association of Houston and is involved in college planning and technological advisory through WealthCreate LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on diversified portfolios that may include mutual funds, ETFs, stocks, bonds, alternatives, and private placements. The firm employs both discretionary and non-discretionary approaches and leverages third-party platforms and managers to implement its strategies.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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