Our Service and Mission

By performing a holistic and individualized analysis of your finances, Spotlight Investment develops a comprehensive and suitable investment plan for your lifetime goals

Financial Plan

We develop an exhaustive strategy to manage savings, expenses, debt, taxes and more in order to stay on track with your financial goals

Investment Management

We provide investment recommendations to create an efficient and diversified portfolio of assets

Support

We work closely with our clients every step of the way to ensure questions are addressed and recommendations are understood

Meet Juan

Juan De Jesus

Investment Advisor Representative

After graduating with a Bachelor's and Master's in Electrical Engineering from MIT, Juan delved into the field of investment finance and financial coaching during his free time. After two years of preparation, he decided to begin an advisory business where he could use his quantitative skills to help clients reach their financial goals.

Additional Information

ADV Part 2A 2B - 01/16/23

One-Page Summary of Fees

Give us a ring

Juan De Jesus
954-681-1169
Mon - Su, 9:00-21:00

Contact Us