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Juan F Polanco

Client-focused Financial Advisor who provides objective planning strategies to Gen Y & X (Latinos)

Nu-Gen Capital
CEO

San Francisco

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Carr & Ferrell, LLP 1 year, 9 months Oct 2015 - Jul 2017
Nu-Gen Capital 2 years Dec 2013 - Dec 2015
Consilium Wealth Management 7 months Feb 2013 - Sep 2013
Us Capital Partners 5 months Sep 2012 - Feb 2013
Ameriprise Financial Services Inc 6 months Feb 2012 - Aug 2012
Various Insurance Carriers for W & R Insurance Agencies 5 months Sep 2011 - Feb 2012
Various Insurance Carriers for W & R Insurance Agencies 5 months Sep 2011 - Feb 2012
Waddell & Reed, Inc. 5 months Sep 2011 - Feb 2012
Adams & Associates 8 months Mar 2011 - Nov 2011
Ameriprise 1 month, 4 weeks Jan 2011 - Mar 2011
Waiters On Wheels 3 months Oct 2010 - Jan 2011
First Investor 8 months Feb 2010 - Oct 2010
Bank of America 1 year, 6 months Aug 2008 - Feb 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Juan Polanco

Are you ready to invest? Follow these steps
Published 2015-07-24 14:24:04
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    My name is cecilio mendoza. hav a retirement plan tht ssi send me. call me (262)2215904 Asap!
    Hola Cecilo,Do you have a question? Feel free to contact me....  (more)
    Answered Jul 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Feb 14, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Feb 14, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Nu-Gen Capital

      Last updated on April 14, 2014
        • N/A
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • N/A
          Accounts
        • N/A
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements