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Juan Gachet

Financial Advisor, Portfolio Manager at Morgan Stanley

Juan Gachet is a Financial Planning Specialist, Financial Advisor, and Portfolio Manager at Morgan Stanley, with a focus on comprehensive planning to preserve and invest wealth.

Originally from Ecuador, Juan is multilingual in Spanish, allowing him to work effectively with clients in their preferred language. He holds a Bachelor's degree in Economics from San Jose State University.

Throughout his career, Juan has demonstrated excellence in financial planning, receiving awards for his contributions to the personal financial planning program at UC Berkeley extension.

Currently, he serves as the Vice-President for the San Francisco Chapter of ALPFA, dedicated to fostering business relationships for the next generation of Latino professionals.

In his personal life, Juan resides in Walnut Creek, CA, with his wife Julia and cat Brie. They enjoy outdoor activities like camping and biking, as well as spending time with family and friends.

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Location

San Francisco Bay Area