Carolyn Juan

Carolyn Juan

Financial Consultant

Retirement Planning Specialist

My primary focus is helping companies establish and service retirement plans for their valued employees. After assisting business owners and executives with programs for their employees, I often work with them individually to design and execute strategies that can help them meet their long-term financial objectives.


  • VA. Tech, 1990 - 1994, BS; Blacksburg, VA

Achievements and Recognition

  • FINRA Series 6, 7, 63, and 66
  • Life and Health Insurance licensed
  • Equitable Developing Sales Force Associate of the Year 2006 & 2007 
  • National Leaders Corps 2005 - 2017
  • Hallmark I 2015
  • Hall of Fame 2016
  • Centurion 2006, 2007, 2016, 2017 

Personal Data

Joining my mom's practice in 2004 has truly been a blessing.  Together, with our collective trainings and experiences in the financial services industry, we are here to help you assess your most important financial concerns. Working side by side, we'll use our knowledge to design an investment strategy that addresses your unique needs and helps you reach your goals. 

As an Equitable Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the number listed on my home page or register for a no obligation appointment here on my Web site using the "Appointment sign-up" link. I look forward to working with you and helping you reach your goals.

Thanks for visiting.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.


California Insurance License #: 0M46841

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 703-205-0405
Fax 703-207-0942
Mobile Phone 301-938-7732