Juan G  HernandezAriano,  CFP<sup>&reg;</sup> - Financial Advisor

Juan G HernandezAriano, CFP®

CSLP®

Principal

WealthCreate

440 Louisiana St, Ste 900
Houston, TX 77002
FINANCIAL ADVISOR'S WEBSITE
(800) 700-0095 CONNECT WITH Juan G
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General

Juan G HernandezAriano is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at WealthCreate in Houston, TX and the surrounding communities.

Financial Advisor Overview

At WealthCreate, we recognize the importance of securing a stable and prosperous future. As a premier financial planning and investment advisory firm, we are committed to guiding you through the complexities of wealth management with unparalleled expertise and integrity. We leverage decades of experience to craft tailored strategies that align with your unique financial objectives. WealthCreate uses education and coaching as powerful tools to support you in reaching goals faster and more effectively. Because the deeper understanding you have, the more you can be consistent, disciplined, and take ownership of your plan. Throughout the process, the team at WealthCreate will work side-by-side to help you embrace your ambitions and change your life. Through our adaptive proven processes, we bring clarity through a balanced approach focusing on the eight main pillars of financial well-being. Juan G HernandezAriano is a CERTIFIED FINANCIAL PLANNER™ professional, analyst, and engineer with a passion for education and delivering top-quality services. He’s a Principal and founder of WealthCreate, a Houston-based premier financial planning and investment advisory firm, committed to guiding clients through the complexities of wealth management with unparalleled expertise and integrity. WealthCreate also serves as the Financial Planning Desk for OneSeven, an Ohio-based Registered Investment Advisor with more than $9 billion in Assets Under Management. Juan currently serves as a National Board Member of the Financial Planning Association® (FPA®). He is a former Board Member and Past President of the FPA of Houston, where he also held the role of Education Director. His insights have been featured in a wide range of media outlets, including CNBC, Bloomberg, National Public Radio (NPR), Telemundo, Investment News, Market Watch, Financial Planning Magazine, Financial Advisor Magazine, NerdWallet, The Washington Post, the Houston Chronicle, among others. Mr. HernandezAriano’s credentials include being a CFP® Practitioner, a Series 65 Investment Advisor Representative with OneSeven, and a Certified Student Loan Professional®. He is also life, health, property, and casualty licensed in various States. He has furthered his education by taking the well-respected CFP® Certification Education program at Rice University and the CSLP® Certification Education Program with Humboldt State University. He earned his Bachelor of Science in Financial Management and Financial Engineering, graduating cum laude from the Universidad Autónoma de Bucaramanga (UNAB). Beyond his professional roles, Juan is an active community volunteer. He has participated in multiple events hosted by the Texas Department of Family and Protective Services (DFPS) helping foster children in the Greater Houston Area. He’s also been involved with the Future Business Leaders of America (FBLA) and has taken part in community and research initiatives in South America.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Certified Student Loan Professional (CSLP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Services are provided under the name WealthCreate, an operating name used by some investment adviser representatives (IARs) of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with WealthCreate represent the individual’s role with WealthCreate, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. Please visit our website www.WeAreOneSeven.com for important disclosures.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources