CSLP Program - Student Loan Advisor Training
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Advisor Detail

Juan HernandezAriano

Designation: CFP®,CSLP®
Languages: English,Spanish
Personal CFO financial planning firm helping professionals optimize retirement planning, student loans, investments, taxes, and long-term wealth.
Contact

Contact Information

440 Louisiana St. Ste 900
Email:
juang@wealthcreateif.com
Business Phone:
(800) 700-0095
City: Houston
State: TX
Zipcode: 77002

Social Information

Business Name:
WealthCreate®

Business Information

WealthCreate® is a comprehensive financial planning and investment advisory firm based in Houston dedicated to helping individuals and families build, manage, and protect their wealth.

We act as a Personal CFO for our clients, helping coordinate every major area of their financial life including investing, retirement planning, tax strategy, risk management, cash flow planning, and long-term wealth building. Our planning-first approach ensures that financial decisions are guided by a clear strategy rather than short-term reactions to markets or headlines.

As Certified Student Loan Professionals®, we also help clients navigate complex student loan decisions when they arise, integrating repayment strategies with broader financial goals such as investing, home ownership, and retirement planning.

Our mission is simple: provide clear, objective advice and disciplined planning so our clients can make confident financial decisions and focus on what matters most in their lives.

Disclaimer:
Services are provided under the name WealthCreate®, an operating name used by some investment adviser representatives (IARs) of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with WealthCreate represent the individual’s role with WealthCreate, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. Please visit our website www.WeAreOneSeven.com for important disclosures.
Focus Areas:
Financial Planning, Retirement, Investments, Student Loans, Financial Management
License 1:
CFP
License 1:
6800310
License 2:
CFP 305899
Fees:
Assets Under Management, Flat Fee, Hourly
Client Types:
Attorneys, Business Owners, Medical Doctors, Nurses, Other Professionals, Parent Borrowers, Tax Planning, Teachers
CSLP Issue:
March 24, 2021
CSLP Exp:
March 24, 2026
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McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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