Apex Financial Services Group

CONNECT

Address:

500 N. State College Blvd. Suite 1100
Orange, CA 92868

Phone:

(714) 919-4446

Fax/Other:

(714) 919-4447

Associates

 

 

 

 

Juan Carlos Rosario is the founder and president of Apex Financial Services Group. He is a well-known financial advisor who is experienced in areas such as retirement planning, portfolio allocation and management, tax reduction strategies, wealth accumulation strategies, risk management and estate planning. He also works with professionals who are going through an employment transition due to a career change, or simply a life-changing event. Through the years, he has conducted seminars and workshops for many organizations and Fortune 500 companies. He has also contributed to and has been published in Forbes.com, covering various financial topics. He also gives back to the industry by mentoring and educating other professionals. Juan Carlos commitment to his clients, strong values and ethical standard have made him a sought-after and trusted advisor within the financial services industry. Juan Carlos holds a B.A. in Business Administration. In addition, he has completed a two-year post-graduate program that emphasized the development of character, work ethics, leadership, moral responsibility and public speaking. He currently holds a Series 7 and 66 securities licenses as well as Life and Health licenses. He has also completed all the course requirements for the CFP (Certified Financial Planner) designation and is awaiting his boards. He is also a member of the Forbes Finance Council, an invitation-only organization for top executives in financial Services.

In his free time, Juan Carlos enjoys spending time with his family. He also enjoys giving back to the community by volunteering his time to give talks to young people. As a result of his involvement in the community, he has been invited as a guest speaker to different parts of the United States, Puerto Rico, the Philippines, Taiwan, as well as Central and South America. Juan Carlos is also an accomplished musician and athlete.

Currently, Juan Carlos is licensed in and works with clients in the states of California, Arizona,  Connecticut, Florida, Idaho, Texas, Nevada and Washington. 

Forbes Finance Council Member

 

Angela A. Felix is a financial advisor who specializes in helping individuals and families accumulate and protect their wealth through comprehensive investment, retirement, and estate planning strategies. As a result of her strong ethical background and strong personal commitment to her clients, she has been able to develop many strong relationships with clients and different organizations within the community. She has also conducted seminars and workshops for many organizations and Fortune 500 companies.  Angela holds a B.S. in Business Administration and Finance, and currently holds a Series 7 and 66 securities licenses as well as her Life and health license. In addition to English, Angela is fluent in Spanish. She currently resides in the Orange County area. 

Currently, Angela is licensed in and works with clients in the states of California, Connecticut, Idaho, Texas and Washington.

 

 

Grace Y. Kuai, M.B.A is the director of business development and client services. With seventeen years of industry experience, Grace possesses a wealth of information. Most of her experience was acquired while working at The Capital Group Companies in Irvine, CA, where she worked as a Senior Accountant. Grace works closely with Juan Carlos Rosario, and is responsible for the development of new relationships within the community. She also works with other team members to make sure we have the most up-to-date tools and cutting edge technology necessary to better serve each one of our clients. Grace holds a B.A. in English, and a Master of Business Administration.

She currently resides in the Orange County area together with her husband and two children. 

 

 

 

 

Claudia Carvajal specializes in assisting clients protect their assets through customized strategies focused around insurance programs. Prior to entering the financial services industry in 2007, she worked in the Real Estate industry, giving her a deeper realization of the importance of protecting hard earned assets due to unexpected life changing events. She is committed to finding the right solutions for our client's personal, family or business needs. 

Claudia holds her Life Insurance & Health insurance licenses, and assists clients with their Medicare needs. She is also fluent in Spanish.  

In her free time, Claudia loves spending time with her husband and their two daughters participating in outdoor activities. Claudia and her family live in the Orange County area.

 

 

Melissa Pagan is responsible for providing support to the advisors and other staff on the day-to-day office operations and customer service. Her ability to clearly communicate with team members and clients, ethical standard and commitment, makes her a key and valuable team member of Apex Financial Services Group. Melissa holds a Bachelors degree in History.

In addition to English, she is fluent in Spanish. In her free time, Melissa enjoys giving back to the community by volunteering her time to mentor young people. 

 

 

 

 

Janice Perez provides support to our advisors on the day-to-day office operations, customer service and company events. She holds a Bachelors degree in Business Administration. In addition to English, she is fluent in Spanish. She currently resides with her husband and daughter in the Orange County area. 

Member FINRA/SIPC

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck