Javier Iglesias, CFP^®, ChFC^®, RICP^®

Designations and licenses

Javier is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant® and a Retirement Income Certified Professional®.

Experience and education

Javier provides personalized wealth solutions including tax, estate, investment, retirement and insurance planning to high-net-worth families and individuals. He is passionate about working with people to create a blueprint to help secure their financial well-being.

Prior to joining Mariner, Javier served as a financial advisor at a Fortune 500 company, where he provided comprehensive financial planning to clients.

Javier has a bachelor’s degree in finance from Missouri State University and an MBA from Webster University.

Personal interests

Away from the office, Javier enjoys time with his wife and two sons, playing tennis and pickleball and volunteering as a youth minister at his church.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.