"Empowering Your Financial Future with Personalized Solutions."
Juan Carlos Cruz
Financial Professional/Retirement Specialist
A seasoned financial professional and the founder of Britewater Financial Group. With over 24 years of experience in the industry, specializing in crafting customized financial plans designed to help clients achieve financial freedom in retirement while minimizing risk. Juan Carlos holds a degree in Business Administration and boasts certifications in software development, CMPS (Certified Mortgage Planning Specialist), Retirement Income Planning, and Life & Health Insurance.
​
At Britewater Financial Group, Juan Carlos and his team are dedicated to empowering individuals through a variety of resources, including personalized coaching, training programs, and workshops. Their mission is to help clients overcome challenges, develop essential skills, and build confidence, resilience, and success in all areas of life.
​
The team at Britewater Financial Group is passionate about ensuring that everyone has access to the tools and guidance needed to achieve financial security and freedom. They believe that with the right support, anyone can create a brighter, more secure future.
My Story
My journey in finance began in real estate financing, where I helped numerous individuals secure the American dream of homeownership. However, the events that unfolded in the aftermath of the 2008 recession changed the landscape of finance drastically. Witnessing the struggles of those who had invested their hard-earned money into financial products without fully understanding the risks, I became increasingly determined to help individuals and families secure a safer financial future.
​
I then shifted my focus to assisting clients in preparing for retirement and achieving financial freedom. I founded Britewater Financial Group and Retire Ready with my expertise and qualifications. These platforms are dedicated to helping clients overcome financial obstacles and succeed in all aspects of life.
​
At Britewater Financial Group and Retire Ready, our approach is centered around designing customized financial plans that cater to our client's specific objectives while minimizing risks. Through coaching, training, and workshops, we empower individuals to develop the skills they need to achieve their goals and build a financially secure future.
​
My greatest joy comes from seeing my clients thrive and succeed. I believe that everyone deserves financial security and freedom, and I am committed to helping my clients achieve this through personalized financial planning.