About Us

Joseph Quijano, CFP®, CDFA®, is a Certified Financial Planner professional. When his safe and successful financial strategies helped him achieve financial security, he was determined to share them with others. Over the last 45 years, he has helped thousands of people become financially secure without losing money to stock market volatility.

Jordan Quijano, FA, has been associated with his father, Joseph, for the last 15 years. He follows his father’s financial planning philosophy of helping people make and not lose any money. 

Both Mr. Quijano and his son offer consumers cutting-edge products that are safe and will grow and protect your money.

Financial planning can be complex and intimidating. Our modern methods make it easy to understand and put into action.