Director of Client Services
JC is Chief Strategic Officer(CSO) & Director of Client Services Prosperitus Wealth Advisors(PWA), a State Registered Investment Advisor.
JC was born and raised in South Florida into a blended and mixed family. JC is a mixed child coming from parents of Latino and European descent. JC attended Deerfield Beach High where he accomplished the unprecedented feat of earning his International Baccalaureate Diploma while varsity lettering for their nationally ranked football team.
After High School JC attended Florida State University earning his Associate of Arts degree in Sociology and minoring in Business before deciding to return home to finish his bachelor's degree locally at Broward College.
JC's expertise in Client Services stems from his passion to serve others. JC regularly volunteers with homeless organizations such as Broward Outreach and serves at his local church where he serves on staff as Kids Ministry Assistant.
It was JC's commitment to serving others that shied him away from the finance industry originally. Disgusted with the overarching "me-first" mentality prevalent in the finance industry, JC decided to divert from his childhood dreams of working in business/finance and chose to enter the service industry working as a service professional for 5 years for Olive Garden before joining PWA.
After helping PWA transition into their "independent" status he became fond of PWA's client-first approach and accepted the offer to join the team in an effort to help maintain and improve upon their high standards on client service.
JC is committed to providing clients with the highest standard of client services. Here at PWA, we consider our clients to be family, and JC assists with fostering every relationship. As CSO he is also committed to ensuring all company standards are maintained at a high level while always looking for ways to improve.
JC believes "The quality of our company is reflected in the standards we set for ourselves." So he believes in setting not only high standards for our company, but in serving our clients because as H. Jackson Brown Jr said, “Earn your success based on service to others, not at the expense of others.”