Born and raised in San Antonio Texas,Roland Cuellar Jr, has been working in the financial services industry for over 10 years. Previously, he has worked on Commercial Enterprises Risk, Municipal advisory and risk solutions, Multinational Risk solutions for Enterprise clientele. As well as almost every other individual product line and service from life insurance to ultra-high net worth financial planning and asset allocation strategies. Previous to bringing his own firm to the market place he worked as the Chief Operating Officer of a volume based financial services brokerage.
"My goal with creating the two companies is to bridge the two most important aspects of financial services in my opinion: Insurance Planning through Cuellar Capital Strategies* and Wealth Planning through Cuellar Capital Advisory. And taking a boutique approach to the planning, implementation and maintenance of plans."
-Roland Cuellar JR
*Cuellar Capital Strategies is not affiliated with LPL Financial