Margarita San Juan

Since 1996, Margarita San Juan has been dedicated to helping ultra-high-net-worth families and individuals achieve their financial goals and preserve their legacies. With over two decades of experience in wealth management, Margarita feels that she has built a reputation for providing personalized, comprehensive strategies that reflect each client's unique aspirations.
Margarita's approach is built on collaboration. She works closely with families to understand not only their financial needs but also their values, priorities, and long-term goals. By forging deep, trusting relationships—many of which span multiple generations—she is able to guide families through life's transitions with confidence and care. Margarita's commitment to her clients goes beyond financial transactions; she strives to become a trusted resource, offering her insight and experience to help families navigate the complexities of wealth and legacy planning.
Central to Margarita's philosophy is the belief that wealth management is about more than just investment returns. It's about helping to ensure her clients' wealth is preserved, grown, and transferred according to their values and objectives. With an eye on both the present and the future, she helps families create holistic, tailored strategies that help address every aspect of their financial lives—from asset management and retirement planning to legacy and estate planning strategies.
Margarita holds multiple professional designations, including the Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor® (CEPA®) and Chartered Retirement Planning Counselor™, CRPC™, which she feels underscores her commitment to staying at the forefront of wealth management. She combines these credentials with her extensive experience to deliver thoughtful, strategic guidance to help clients achieve their most ambitious financial goals.
Her educational background includes dual bachelor's degrees in Political Science and International Studies from the University of California, Irvine, which she feels provides a strong foundation for understanding complex global and economic dynamics. Margarita's comprehensive approach empowers families to navigate their financial journey with confidence, helping to ensure their wealth is a lasting legacy for generations to come.