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Jalin Casares, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Jalin Casares

APMA

Financial Advisor

Pennington Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS, University of Tampa, 1992, Criminal Justice

Awards & recognition

  • Pennington Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2022
  • Pennington Wealth Management, Houston Business Journal Largest Houston-Area Money Management Firms, 2010-2022
  • Five Star Wealth Manager, 2022 - 2023

Community participation

My wife and I actively support the following local philanthropic organizations:

  • Child Advocates
  • The Women's Home
  • Houston Achievement Place

My staff and I support and volunteer over 250 man hours annually to several local charities including:

  • Kid's Meals
  • BEAResource for CPS Kids, Houston
  • myLIFEspeaks

Interests

I am originally from Tampa, FL, but I have lived in Houston since 1992.

I have been happily married to my wife Marlene for 20 years.

We have two sons who keep us very busy, Christian (16) and Lucas (12).

I spend most of my free time with my family and coach both of my sons' sports teams.