Juan D.

I love knowledge, and I've spent my career chasing it. I hold a bachelor's degree in Electronics Engineering from Simon Bolivar University (2013) and an MBA in Finance from IESA Business School (2015), and I hold the Series 65 as a financial advisor registered in Virginia. My approach is simple: complex ideas deserve kitchen-table examples. Whether I'm explaining weighted average cost of capital, a marketing funnel, or the fiduciary standard that sits at the heart of the Series 65, I reach for a…