Jesus Lira-Garzon
Jesus Lira-Garzon has more than five years of experience delivering financial education programs and helping employees build confidence in their financial futures. As a bilingual financial educator, Jesus works closely with clients, plan sponsors, and participants to simplify complex financial topics and make them more accessible and actionable. He is passionate about empowering individuals to better understand their personal finances, workplace benefits, and retirement plans through engaging educational experiences delivered in both English and Spanish.
Jesus earned a degree in Business Administration with a minor in Finance from Universidad Autónoma de San Luis Potosí, Mexico. He holds FINRA Series 6 and Series 63 licenses and is committed to helping employees make informed financial decisions that support their long-term goals.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.