Financial planning, retirement, group employee benefits, life and disability insurance, financial wellness education, business succession planning, informal business valuations
group employee benefits
life and disability insurance
business succession planning and informal business valuations
financial wellness education
View Personal Bio
With over 29 years of experience in the financial services industry, I have extensive knowledge in: 401(k), Pension, and Profit-Sharing plans, Group Health, Life, and Disability insurance, Section 125 (Cafeteria) plans, and Flexible Spending Accounts. My years of experience aid me in helping companies develop financial strategies to help fit their needs. My experience also allows me the knowledge to consider the cost-effectiveness and tax effects of specific products. In my personal time, I enjoy sports, traveling and spending time with my family and friends.
Juan Carlos Barcena is a Financial Advisor for Principal Financial who specializes in retirement planning and employee benefits. He has an MBA with a concentration in Finance and is the first one in his family to learn English and attend and graduate from college. He decided to learn about financial planning to help his family and friends, as well as anyone who needs financial guidance, understand the financial options available to them to reduce financial risk and manage their wealth.
Juan Carlos is happily married to his wife of ten years, Miranda, and currently has a 10 year-old son (Juan Carlos Jr.) and a 7 year-old daughter (Bella). He loves spending time with his family and, along with his wife, is doing his best to raise his kids with good moral values to help make this world a better place.