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Juan Albizu

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thumbnail-Juan Albizu

Juan Albizu is a part of the platform operations specialist team at Taiber Kosmala & Associates, LLC. He brings in valuable experience from previously working for a registered investment advisory firm. Juan’s responsibilities include daily trade processing, platform system maintenance, and working directly with client’s.

Juan first began his career in the financial services industry with Falcon Wealth Planning where he started as an intern as an operations specialist. He later transitioned into the role of a trading specialist where his duties consisted of trading, client support, and working closely with financial advisor’s.

Juan hold’s a Bachelors in Business Administration with a Finance concertation from California State University, San Bernardino. During his free time, he enjoys activities such as exercising, hiking, and exploring new places.

"We are driven by empowering clients with tailored strategies, built on integrity, to navigate the complexities of wealth and achieve their
financial aspirations."