Juan Mansilla arrived at WIN-TEAM in 2009 with what we believe to be an abundance of the traits recognized as the key ingredients to success in the financial services industry.
Before his days at WIN-TEAM, Juan earned two degrees at California State University Fullerton: a Bachelors of Arts in Economics and a Bachelors of Arts in Business Administration with Concentration in Finance. Juan also holds the following licenses and designations:
- CERTIFIED FINANCIAL PLANNERTM (2016)
- Series 7: General Securities Representative (2004)
- Series 66: Uniform Combined State (2005)
- Life & Disability License (2005) (CA Insurance License #0E72792)
Juan has spent his career building long-lasting and deep rooted relationships with his clients, while helping them work towards achieving their financial goals. His steadfast sense of integrity and desire to guide each client through their own personal financial journey he believes has allowed him to thrive in the financial services industry.