Jessie Aguilar is a seasoned financial services professional with over 16 years of experience specializing in insurance, wealth planning, and advanced financial strategies. Known for his client-centric approach and strategic insight, Jessie has built a reputation for delivering tailored solutions to individuals, families, and businesses seeking long-term financial security and growth.

He earned his Bachelor of Science in Business Management and later completed his Master of Business Administration (MBA), further strengthening his expertise in financial strategy, leadership, and organizational development.

Jessie served as Principal of Aguilar Co. from 2005 to 2011, where he led a full-service financial and insurance firm focused on serving professionals, business owners, and high-net-worth individuals. During this time and beyond, he distinguished himself as a top-performing advisor, earning consistent recognition as a member of the Million Dollar Round Table from 2006 through the present—an honor reserved for the top tier of financial professionals worldwide.

Today, Jessie collaborates with a dedicated team at Rockstone Capital to design and implement customized strategies for individuals and organizations. His work includes developing executive compensation plans, employee benefit programs, and succession strategies that help businesses attract, retain, and reward key talent. He also partners closely with high-net-worth families and individuals to address complex financial needs, including wealth accumulation, preservation, and legacy planning.

Jessie’s core areas of focus include risk management, advanced wealth accumulation strategies, asset protection, and the design of sophisticated financial structures, including tax-efficient solutions for both individuals and corporations. His ability to simplify complex financial concepts and align them with his clients’ goals has made him a trusted advisor and long-term partner.

Born and raised in Los Angeles, California, Jessie currently resides in Dallas, TX with his wife, Cecilia, and their three children. Outside of his professional work, he is passionate about building lasting relationships, mentoring others, and contributing to his community.

CRN202904-10873144