His main function is to help mass affluent and affluent client's build and manage wealth to reach their financial goals. Edgardo specializes primarily in retirement planning, social security, and defined benefit planning. Prior to joining Aragon Capital LLC, Edgardo has spent over10 years in the financial services industry with firms such as JP Morgan Chase, Wells Fargo Advisors, and HSBC Securities in the capacity of financial advisor and private banker. Edgardo holds an AA in business administration from Wharton College in Texas and attended the University of Houston prior to serving 2 years in the United States Army.