Saul Juarez
Saul Juarez
Financial Advisor
(408) 545-1571
670 Lincoln Avenue
San Jose, CA 95126
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CA Ins. License #: 0H86317

My Background

Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically, we’ll review your progress and make adjustments as needed. It just makes sense -- as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.

As a trusted partner of CEFCU, I look forward to working with our credit union members, their family, and their friends. I have access to a wide variety of investment and insurance products. Specifically, I can make sure you have solid answers to these key questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child’s or grandchild’s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?
With 6 years of experience in the Securities Industry, I am FINRA registered to sell Securities. I hold State of California Life & Health Insurance licenses and am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC.

Professional Services
  • Insurance Planning
  • Retirement Planning
  • 401(k) Planning
  • Education Funding