Raymond Aguillon, Jr.
Partner | Financial Advisor
BUSINESS PHILOSOPHY
To partner with my clients to create financial independence, by helping build a legacy for their family and business. I am driven to provide objective, tailored strategies that seek to enhance their lives. I am committed to maintaining the highest standards of integrity and professionalism in my relationships with my clients. I will help my clients develop and implement strategies to pursue their financial objectives, including retirement and estate
preservation.
PROFESSIONAL ADVANCEMENT
- Registered Representative of IFP Securities, LLC
- FINRA Series 7, 63, 65
- Life, Accident and Health Licensed
- BBA University of Texas San Antonio, 1997
- Personal Financial Planning Program UTSA 2004
Fluent in Spanish
ORGANIZATIONS
- President National Pan American Golf Association
- Rey Feo Consejo Educational Foundation
- Member of Hispanic Chamber of Commerce
COMMUNITY INVOLVEMENT
- National Pan American Golf Assoc – President
- Member Rey Feo Consejo Educational Foundation
- Past President San Antonio PAGA
- Past Board Member University Health System Foundation Board
- Past Board Member, City Public Service Citizens Advisory Board
- Past Coordinator Aguillon Golf Classic Fundraiser for Texas Diabetes Institute.
- Involvement & Fundraising Assistance, Texas Military Institute Alumni Assoc
- Thanksgiving Food Drives PAGA Christmas Toy Drives PAGA
- College Scholarship Program PAGA
PRODUCTS AND SERVICES
- Portfolio Strategies
- Retirement Planning
- Business Succession Planning
- Estate Conservation & Analysis
- Charitable Giving Life Insurance
- Health Insurance401(k) & 403(b) Plans
- Non-Qualified Retirement Planning
- Traditional & Roth IRA’s
- Mutual Funds
- Disability Insurance
- Long Term Care Insurance
- Business Overhead Protection
- College Education Funding