“If you are failing to plan, you are planning to fail.”
Jaime Chavez is a Registered Financial Consultant with more than 17 years of experience both as a Financial Advisor as well as in several Managerial positions in the Financial Services industry. Jaime is passionate about Financial Planning and as a Financial Planner with Prudential Advisors, he pursues the goal of establishing a solid holistic process that can add substantial value to the families, professionals, and business owners that he helps every day.
Jaime received a Bachelors Degree in Business Administration from Stanton University and earned an Advanced Management Program Diploma from the School of Business of the University of Pennsylvania. His motto: “If you are failing to Plan, you are Planning to Fail”
He has been the 2019 Chairman and 2018 President of the Financial Planning Association, San Antonio and South Texas chapter
Jaime lives in San Antonio and when not helping customers or coaching business owners, he enjoys riding his motorcycle through the Hill Country, dining, and barbecuing with his lovely wife Kathleen, his daughter Karen and husband Paco and the beloved family dog, Bruno.
Thinking Retirement? Answer this question:
Which day of the week do you usually spend more money?? …Saturday or Sunday?? Dinner, Movies, Weekend Wine Tasting…
Well when you retire, EVERY DAY WILL BE A SATURDAY!! Let me help you plan for that!