Juan Cardona

Juan Cardona is a seasoned financial advisor with over 19 years of experience helping individuals and families prepare for a confident and secure retirement. He specializes in working with pre-retirees and retirees, offering guidance on how to minimize taxes, protect retirement income, and make informed financial decisions that align with their long-term goals. Juan holds the Registered Social Security Analyst (RSSA®) designation through the National Association of Registered Social Security Analysts. This credential reflects his advanced knowledge of the complex rules, strategies, and timing considerations involved in claiming Social Security benefits. His expertise allows clients to maximize their lifetime benefits while coordinating Social Security with other sources of retirement income. Whether you’re five years from retirement or already enjoying it, Juan’s mission is to provide clear, actionable advice tailored to your unique needs. He is known for his patient, client-first approach and his commitment to making even the most complex topics easy to understand. When he’s not working with clients, Juan enjoys exploring the outdoors, discovering new local restaurants with his wife Andrea, and preparing to welcome foster kittens into their home.