Juan Zuniga, Client Services/Investment Advisory Manager

In his role as Client Services/Investment Advisory Manager, Juan plays a crucial part in achieving each client’s personal, family and financial goals. Juan supports the multiple phases of the holistic wealth experience. He works with the Navitas team, as well as the client’s outside advisors, to ensure that every detail of the process is completed accurately and timely. To accomplish this, Juan manages the in-house flow of information and resources, and serves as a point of contact for clients to ensure the client, the client’s outside advisors, and members of the Navitas team remain on course to complete the client’s goals.

Prior to joining Navitas, Juan developed experience in the implementation of complex financial models at one of the largest pension administrators in the United States. During the past five years, Juan was employed by a leading private bank in San Francisco where he further refined his skills and knowledge in serving affluent families.

Juan is a graduate of California State University, Hayward. He holds a Bachelors of Science degree in Business Administration, with an emphasis in Marketing. He participates in fitness fundraisers for charitable organizations and was a Sunday school teacher for eight years. He remains actively involved in his church and community.  Juan and his wife Monica have been married since 2001, and have a young daughter.

Juan's email address is jzuniga@navitaswa.com .