WealthCreate's Principal Visits U.S. Congress to Advocate for Financial Planning Profession Through the Financial Planning Association Initiative

WealthCreate's Juan G. HernandezAriano met with policymakers on June 14, 2023 to advocates for Financial Literacy and Consumer Protection at U.S. Capitol.

Washington, D.C. – On June 14, 2023, Juan G. HernandezAriano, a principal at WealthCreate, a leading financial planning and investment advisory firm, participated in an important visit to the U.S. Capitol. This visit, organized through the Financial Planning Association (FPA), was part of a larger initiative to advocate for key financial issues, including advancing financial literacy and supporting consumer protection legislation.

During his time on Capitol Hill, HernandezAriano met with policymakers and industry leaders to discuss the growing importance of financial education in today’s economy. The discussions centered on how stronger financial literacy and consumer protection measures can ensure a more stable and secure financial future for Americans. HernandezAriano’s participation in this initiative aligns with WealthCreate’s broader mission to empower individuals and families to navigate the complexities of wealth management with knowledge and confidence.

“At WealthCreate, we understand that securing a prosperous future begins with access to financial education and consumer protection,” said HernandezAriano. “Our visit to the U.S. Capitol is part of our ongoing commitment to advocating for policies that help individuals from all walks of life take control of their financial well-being.”

The firm’s advocacy focuses on financial literacy as the foundation for long-term success. WealthCreate’s approach to wealth management involves crafting personalized, client-centered strategies that support a wide range of financial objectives. Using education and coaching as key tools, WealthCreate helps clients develop a deeper understanding of their financial plans, enabling them to make informed decisions and stay consistent in pursuing their goals.

HernandezAriano’s visit included discussions about the need for greater access to financial education, particularly for underserved communities, and the role consumer protection legislation plays in safeguarding financial security. By championing these issues through the Financial Planning Association initiative, HernandezAriano reinforced WealthCreate’s commitment to supporting clients through every stage of their financial journey.

“We believe that by educating our clients, we empower them to be disciplined, strategic, and proactive in their financial planning,” said HernandezAriano. “This visit to the Capitol is part of our broader mission to advocate for the tools and policies that will enable Americans to secure brighter financial futures.”

WealthCreate’s adaptive, proven processes are designed to bring clarity to the financial planning process by focusing on the eight key pillars of financial well-being: income planning, tax strategies, investment management, insurance and risk management, retirement planning, estate planning, charitable giving, and legacy planning. These pillars form the foundation of the firm’s balanced approach, which helps clients embrace their ambitions and confidently work toward life-changing financial goals.

About WealthCreate:

WealthCreate is a premier financial planning and investment advisory firm, committed to guiding individuals and families through the complexities of wealth management. With decades of experience and a team of dedicated fiduciaries, WealthCreate offers customized strategies tailored to meet clients' unique financial objectives. The firm emphasizes financial education and coaching to empower clients to take control of their financial futures. For more information, visit www.wealthcr8.com.