Sergio Jimenez, JD, CFP®

Sergio Jimenez, JD, CFP®

Wealth Advisor
Office: 209.996.6752
E-mail:
 

Sergio Jimenez is a wealth advisor at Atlas Retirement Strategies, LLC. Sergio is a seasoned advisor with firsthand experience in comprehensive and sophisticated financial planning strategies for high-net-worth individuals and business owners. Sergio advises clients on various financial planning topics by applying the firm’s consultative process. Sergio helps develop and implement prudent strategies to achieve their lifetime goals though investment, protection, business, estate, and philanthropic solutions.

Prior to joining Atlas, Sergio worked as an advanced planning consultant for the Advanced Planning Group (APG), a nationally-recognized division of New York Life. The APG team consists of professionals experienced in law, taxation, business, insurance, finance, and philanthrophy.

Sergio has obtained a Bachelor of Science degree in Business Administration with an emphasis in economics and has  also earned a Juris Doctorate (JD) degree. Sergio holds the professional designations of a Certified Financial Planner (CFP®). Sergio holds a General Securities Representative license (Series 7) and an Investment Advisor Representative license (Series 65).

Sergio is equally proficient in Spanish and English.

Sergio lives in San Antonio with his wife Lily, and children Alex, Israel, and Leslie. Sergio enjoys traveling and the outdoors.

* Sergio Jimenez is not acting as an attorney and may not provide legal advice.

** Securities disclosure.