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John J. Aguilera, CFP®

About Advanced Financial Solutions

Professional Biography of John J. Aguilera

John J. Aguilera is a Certified Financial PlannerTM  professional employing the fiduciary standard with all his clients.

John holds a Bachelor of Arts degree in Quantitative Economics and Decision Science from the University of California at San Diego.  John owns Advanced Financial Solutions, a financial services business in North San Diego County, and is a General Securities Representative as well as a Registered Principal in the state of California with SagePoint Financial, Inc.  John is a licensed Investment Adviser Representative and is also a licensed life, disability, and Long Term Care agent in the state of California.

John has worked in the financial services industry since 1990. Through his experience, he has found that people have become so consumed in everyday business and family concerns that they have inadvertently neglected or postponed their own financial planning at the expense of their family’s security.

John assists families and business owners of all income levels in identifying their needs and helping them to develop solutions that can lead to financial security.

Patrick Weishan

Pat graduated from Valhalla High School in El Cajon, and went on to attend the University of California, Berkeley.  He transferred to the University of California, San Diego, and graduated in 1987 with a BA in Management Science.  Pat was a double minor as well, in Psychology and Biology.  Pat went on to play professional golf for 4 years, winning two mini-tour events.  One of his sponsors was Farmers Insurance, which spurred his interest in the Financial Services industry.  Pat obtained his securities and insurance licenses in 1990, and became a corporate Registered Investment Advisor Representative in 1997.

 

Pat focuses his business on helping clients to meet their financial goals and objectives through personal service.  Pat works with many small business owners, helping them with their retirement and employee needs.  Pat also provides life, disability, health, and long term care insurance to help his clients meet their financial goals and objectives.

 

Pat lives in Tierrasanta with his wife of 26 years, Monica. They have two sons; Max who graduated from the University of Arizona in May of 2016 and received his masters from San Diego State in 2017, and Alex who attends the University of Notre Dame.  Both are tournament tennis players.  Pat still plays a little golf, and enjoys hiking and being outdoors.


 
Barry Hauser

Barry Hauser has been a personal Tax Professional since 1993 specializing in all areas of personal income tax preparation including small business, home ownership, investments, health care reform, rental real estate, sale of real estate, and retirement income.

Barry has co-owned along with his wife, Mariposa Tax and Business Center in Hollister, California for over 20 years providing service in a manner which helped build a trusting relationship with a large number of tax clients.

Barry hold a Bachelors of Arts in Applied Mathematics from the University of California at San Diego and prior to working in the tax and financial industry, briefly taught High School Math.  He joined Advanced Financial Solutions to begin offering a full service to his clients.  One that doesn’t just take place at tax time, but rather all year in meeting the many financial needs of his clients.


 
John Jacobson

John attended the University of Minnesota where he earned his Bachelor of Science degree in Business Administration. John also holds the professional designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Advisor® (ChFC®).  John has resided at the Lake San Marcos area since 2005.

 

As a Investment Advisor Representative, John helps his clients sort through the maze of investment choices and planning strategies to provide solutions for retirement, wealth accumulation and estate planning. He has been an advisor for over 25 years, and prides himself on being able to take complicated planning strategies and simplify them for his client’s understanding.

 

Jacob Aguilera
Jacob joined Advanced Financial Solutions in May of 2018 as an unregistered assistant. He is a Junior at California Lutheran University, where he is studying Business Administration. He is deciding between either an accounting or finance emphasis. He previously interned at Northwestern Mutual as a College Financial Rep where he sold life insurance. He obtained his life, health and accident insurance license in January of 2018. Jacob's role with Advanced Financial Solutions is oriented towards creating the best client experience by assisting our advisors with marketing and managing client needs.
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Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  Insurance offered through Advanced Financial Solutions which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, ID, LA, MA, MN, MT, NE, NM, NV, NY, OH, OR, PA, SC, TX, VA, AND WA.  No offers may be made or accepted from any resident outside the specific states referenced.



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, ID, IL, LA, MN, MT, NV, NM, NY, OH, OR, PA, SC, TN, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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