He has earned 25 National Quality Awards and 20 National Sales Achievement Awards. Juan earned his Chartered Life Underwriter designation in 1981, and his Chartered Financial Consultant designation from the American College in 1983. Juan specializes in Estate Planning, Retirement Planning and Business Planning.
John is a two-time graduate of the University of Miami with a Bachelor’s degree, cum laude, in 1989 and a Juris Doctor degree, cum laude, from the School of Law in 1992. John worked with his father from 1986 until 1992 when he began practicing insurance law. After working in a successful practice for seven years, John re-joined his father in 1999 as part of a succession plan to ensure a continuity of service to the firm’s clients, as well as to help expand the firm and its areas of practice. John now focuses on Financial Planning and Money Management, as well as Retirement and Benefit Planning for small to mid-sized firms. Check the background of Ameritas Investment Corp. or this investment professional on
With an emphasis on personalized service and high ethical standards, the advisors at Calles Financial work with major insurance and financial services companies to provide balanced and objective strategies to the individual and business needs of our clients.
Among the products and services available to you through Calles Financial:
Estate Planning and Business Succession Planning
Business Planning:
tax-favored products to help build wealth and provide income during retirement years.
provided by Ameritas Investment Corp., a full-service broker/dealer supported by trained and licensed representatives. Check the background of Ameritas Investment Corp. or this investment professional on
Calles Financial
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Calles Financial
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
KEY FACTS ABOUT CALLES FINANCIAL, INC.
-
US Businesses
-
Companies in Florida
-
Miami-dade County Companies
- Company name
- CALLES FINANCIAL, INC.
- Status
- Active
- Filed Number
- P01000030569
- FEI Number
- 651087821
- Date of Incorporation
-
March 26, 2001
Age - 24 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://callesfinancial.com
- Phones
-
(305) 442-6793
(800) 531-3576
(305) 442-4512
CALLES FINANCIAL, INC. NEAR ME
- Principal Address
- GABLES INTERNATIONAL PLAZA,
2655 LE JEUNE ROAD - PH 2D,
CORAL GABLES,
FL,
33134,
US
See Also