Recursos

Explora contenido exclusivo, seleccionado para inspirar y guiar tu camino financiero con propósito.

Construyendo tu camino

hacia adelante

Explora contenido exclusivo, seleccionado para inspirar y guiar tu camino financiero con propósito.

Descubre nuestro podcast

You are never passed around between disconnected professionals.

Every decision is viewed through a holistic lens.

Each area receives focused, professional guidance where it is needed.

Expertise works together, not in isolation.

The relationship continues beyond implementation as your needs evolve.

This is not a marketplace,
this is a coordinated ecosystem built around you.

Descubre nuestro podcast

Un espacio dedicado a quienes buscan comprender mejor el dinero, la planificación y la creación de patrimonio generacional. Cada episodio ofrece orientación, historias reales y estrategias prácticas para las decisiones financieras diarias. Dale al play y empodera tu camino hacia la estabilidad financiera.

Descubre nuestro podcast

Un espacio dedicado a quienes buscan comprender mejor el dinero, la planificación y la creación de patrimonio generacional. Cada episodio ofrece orientación, historias reales y estrategias prácticas para las decisiones financieras diarias. Dale al play y empodera tu camino hacia la estabilidad financiera.

Financial Planning

Personal and long-term financial planning.
Investment and asset strategy.
Income planning and annuities.
Retirement preparation.

Legal and Estate Planning

Estate planning and wills.
Trusts and testament planning.
Legal protection strategies.
Family-related legal planning.

Insurance and Medicare

Insurance planning and coverage review.
Medicare planning and guidance.
Long-term protection strategies.

Tax and Accounting

Tax planning and strategy.
Ongoing CPA support.
Financial reporting and compliance.

Family and Immigration-Related

Family-centered planning considerations.
Immigration-related legal support.

Business and Corporate Legal

Business entity formation.
Corporate structure and operating agreements.
Non-compete and non-disclosure agreements.
Contract support and compliance.

Nuestro Equipo

Roberto Novas

Estate Planning Attorney

Noreen Barcena

Family Law & Immigration Attorney

Richard Duran

CPA (Certified Public Accountant)

Vanessa Villicana

Book keeper

Brandon Rivera

Financial Advisor & Business Consultant

Sean Vazquez

Insurance Advisor & Retirement Specialist

Veronica Sandoval

Medicare Specialist, preferred partner AGA

David Avila

Medicare Specialist

Erica Madrid

Relationship Manager, Medicare Specialist

Un equipo comprometido con el futuro que estás construyendo.

Nunca estás solo en las decisiones importantes.
Con Journey Equity, cuentas con asesores financieros, abogados, contadores y especialistas en seguros que se convierten en tu equipo, brindándote atención y compañía en cada paso.