Juan S. Baron, CFP®, CLU®, ChFC®

Managing Director


Juan is passionate about being an active member of the Los Angeles community. He is proud to serve on the Board of Managers for the Westside Family YMCA, is a member of the Beverly Hills chapter of Young Presidents’ Organization (YPO), a member of the Jonathan Club, and a member of the Los Angeles Country Club.

Juan and his wife Rebecca reside in Pacific Palisades with their daughters Gabriella, Caroline, and Katherine, as well as their German Shepherd Marty, and are parishioners at Our Lady of Malibu Catholic Church, where Juan is proud to chair the Finance Committee.


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