Carolyn Juan

As a first generation American, I have had the front-row seat to some remarkable experiences of growing up in blended cultures. It is through this unique lens; I am keenly aware of the cultural differences of our clients when planning for multi-generational families as well as their closely held businesses.

Since 2004, I have been working alongside with my mother, Nan Yin, providing financial securities to our business and individual clients through our distinctive two-generation advantage. Together, we have assisted clients with strategies in retirement, risk management planning as well as investment and wealth transfer.

I am thrilled to leverage our expanded team’s expertise with the superb professionals from Equitable Advisors to further enhance client experiences with comprehensive and innovative financial strategies.

Together with my mother and my extended team of professionals, I look forward to working with you and assisting you reach your financial milestones.

Education 

• 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 - 2020
• Hallmark I 2015
• Hall of Fame 2016
• Centurion 2006, 2007, 2016-2020

CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP(with flame logo) are the certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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.

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. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0M46841

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.