Juan Lebrija
President - Managing Partner
Retirement Planning Specialist
I have 25 years of experience in financial services, helping clients managing their wealth and planning for their future. I founded LifeCapital-Partners in 2013, based in New York City but with clients all over the U.S. as well as many countries around the world.
My practice is focused on wealth management and is backed by my strong financial planning and risk management skills. I hold the Retirement Planning Specialst designation as awarded by Equitable Advisors, in conjunction with the Wharton School of Business.1
My wife and I live in CT with our two teenage sons. I am a sports enthusiast and love food, wine and travelling.
1 - Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0E95888
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
LifeCapital Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.
