Juan S. Baron, CFP®, CLU®, ChFC®

Managing Director


Juan and his wife Rebecca reside in Malibu, CA with their daughter, Gabriella, and German Shepherd, Bakko. They are parishioners at Our Lady of Malibu Catholic Church, where Juan proudly serves on the Finance Committee. Juan also serves on the Board of Managers for the Westside Family YMCA, and is a member of the Beverly Hills chapter of the Young Presidents’ Organization (YPO) - the world’s premier peer network of chief executives and business leaders. He is also a member of the Jonathan Club. 


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