Juan Aguilar, CFP®
Partner, COO/CCO
Growing up in San Diego, Juan saw firsthand how trust, sound management, and financial clarity can make or break a small family business. Watching his family navigate both the opportunities and the pitfalls of entrepreneurship gave him an early appreciation for the importance of reliable fee-only guidance. After witnessing the impact of poorly structured business transactions, Juan pursued a career in financial services with a commitment to helping others avoid costly mistakes and make confident, informed decisions.
His industry associations include:
- CERTIFIED FINANCIAL PLANNER®
- National Association of Personal Financial Advisors (NAPFA)
- NAPFA West Regional – Board Chair
- Financial Planning Association (FPA)
- HIFON
- Jewish Community Foundation – Trusted Charitable Advisor (TCA)
- ALPFA San Diego
- Fee Only Network
- Bayside Community Center – Former: Board of Directors Chairman, President, Treasurer
Leadership at Pathview Wealth Advisors
Juan joined Pathview Wealth Advisors in 2013 after finding a firm whose values closely aligned with his own. Alongside co-leaders Tara Cordato and Lorenzo Sanchez, he has helped guide the firm through meaningful growth—expanding its client base while strengthening Pathview’s credibility and reputation
Juan’s core responsibilities include leading marketing initiatives and overseeing compliance and operations. While these roles support the firm’s foundation, his greatest passion lies in client education. Through blogs, webinars, and other educational resources, Juan focuses on helping clients better understand their financial lives so they can make confident, informed decisions.
Personal Life
Active in his community, Juan is the current chair of the NAPFA West Region Board, an organization focus on fee-only advisors who place clients’ interests first. Juan is a CERTIFIED FINANCIAL PLANNER® and has a B.S. in Finance from San Diego State University.
Outside work, Juan enjoys spending time traveling, catching a Padres game, and going to concerts. He also takes every opportunity to inspire the next generation, mentoring colleagues and interns through local high schools and universities.
- (619) 295-0200, ext. 204
- juan@pathview.com
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