Office located at 5877 Pine Ave. Suite 110, Chino Hills, CA 91709
Additional offices by appointment only.
Education is one of the most frequent and enduring pieces of advice parents give their children. Inspired by this principle, Agustin has dedicated the past eight years to educating his community on the importance of building wealth, protecting it, and creating a lasting legacy for loved ones.
Having lived in several countries—including Mexico, Costa Rica, Venezuela, and the United States—Agustin has developed a deep appreciation for diverse cultures. In the U.S., where he has lived in six different cities, he has gained a particularly profound understanding of the Hispanic community. His more than 13 years of close involvement with Hispanic families through various Mexican consular offices allowed him to understand their aspirations, needs, dreams, and opportunities.
Agustin brings over eight years of experience in investment management, insurance, and retirement planning, supporting high-net-worth individuals and their families. As a Financial and Insurance Advisor, he offers a distinctive portfolio management approach that sets his practice apart. He takes great pride in his ability to simplify complex financial concepts and communicate them clearly and effectively. His passion lies in educating clients on how financial markets work and empowering them to become confident, successful investors.
He specializes in working with Hispanic professionals and entrepreneurs in the United States, helping them gain clarity about their current financial situation and define the steps needed to achieve their goals within their desired timeframe. This process begins with a comprehensive review of all areas that impact their financial well-being.
With a professional background that spans communications and journalism, diplomacy, and now finance and insurance, Agustin has built both a distinguished career and a strong family rooted in enduring values. He has been married for more than 45 years to his wife, Aida. Together, they have two professionally accomplished children—Mariel, in communications, and Agustin, in engineering—and are proud grandparents to two granddaughters, Rhea and Sasha, who continually renew their perspective on the true meaning of family and legacy.
For I know the plans I have for you—declares the Lord—plans for well-being and not for calamity, to give you a future and a hope.