Fortis Lux Financial
Juan Cardona is an experienced insurance and financial professional with a diverse background in wealth management and financial planning. Currently serving as an Insurance Specialist at Fortis Lux Financial since February 2023, Juan also co-founded Medicare Marketplace in January 2014, where coaching agents in medicare plans is a primary responsibility. Previously, Juan held senior wealth management positions at Cetera Financial Group and LPL Financial from 2012 to 2019, as well as worked as a Financial Advisor at Cetera Investors from 2006 to 2011, focusing on guiding individuals in financial planning strategies. Juan holds an Associate of Science in Finance from Rutgers Business School, obtained in June 2006.
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Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.