Juaquin Arellano, CPA, CFP®
Managing Director & Family Office Investment Advisor at Tectonic Advisors- Claim this Profile
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Bio
Credentials
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Certified Financial Planner
CFP Board -
Certified Public Accountant (CPA)
Texas State Board of Public Accountancy -
Chartered Alternative Investment Analyst
CAIA Association -
General Securities Representative (Series 7)
Financial Industry Regulatory Authority (FINRA) -
Uniform Investment Advisor (Series 65)
Financial Industry Regulatory Authority (FINRA) -
Uniform Securities Agent (Series 63 NASAA)
Financial Industry Regulatory Authority (FINRA)
Experience
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Tectonic Advisors
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United States
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Financial Services
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1 - 100 Employee
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Managing Director & Family Office Investment Advisor
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Apr 2017 - Present
Tectonic Advisor’s Family Office Services division partners with ultra-high net worth families to manage their complex financial, philanthropic, and estate matters. I spearhead our team’s efforts to build and protect family wealth through strategic and socially responsible investments and educating families on financial affairs. As a Certified Financial Planner® and Chartered Alternative Investment Analyst, I focus on: ► Financial Planning ► Investment Analysis, Strategies & Execution ► Public & Private Investments ► Multi-Generational Wealth Education
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Salient
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Financial Services
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1 - 100 Employee
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Director - Family Office Services
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Feb 2005 - Mar 2017
► Provided comprehensive financial management services to ultra-high net worth families, including tax planning, estate strategies, investment management, gifting, philanthropy and family governance ► Designed and stewarded public and private investment portfolios, and assessed risks for each client family ► Provided comprehensive financial management services to ultra-high net worth families, including tax planning, estate strategies, investment management, gifting, philanthropy and family governance ► Designed and stewarded public and private investment portfolios, and assessed risks for each client family
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Education
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University of St. Thomas (TX)
Master of Business Administration (MBA), Finance -
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics with a Minor in Mathematics & Business
Community
