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Our financial advice team


Jalin Casares Ameriprise Financial Advisor

Jalin Casares

APMA®

Financial Advisor

Associate Vice President of
Pennington Wealth Management
23
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.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Investments

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 18 years.

We have two sons who keep us very busy, Christian (14) and Lucas (10).

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

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 several local charities throughout the year:

  • Houston Food Bank
  • BEAResource for CPS Kids, Houston
  • myLIFEspeaks

Awards & recognition

  • Houston Business Journal, Largest Houston-Area Money Management Firms List, 2010-2020

Education

  • BS, University of Tampa, 1992, criminal justice