Juan Herrera

Juan is the Investment Operations & Strategy Manager at Erben Associates, where he plays a central role on the investment team and partners closely with the planning teams to deliver disciplined, research driven solutions to complex financial challenges. He received his Bachelor of Science from the University of Houston and holds his FINRA Series 7 and 63 securities registrations.

Juan is dedicated to providing precise and effective service to individuals and families—helping them manage risk, preserve and grow personal and business wealth, and pursue long term financial independence. He is deeply committed that each client’s goals and objectives remain the foundation of every investment and planning decision.

Born and raised in Houston, Texas, Juan joined Erben Associates in April 2026 after several years working with high net worth clients. He most recently served in a senior role within global wealth management and previously held positions with PIMCO Investments, Charles Schwab, and an independent investment advisory group. Now based in Austin, he brings a strong commitment to thoughtful planning, rigorous investment work, and long standing client relationships. Juan is a dedicated student of the markets and continually expands his expertise to enhance the value he brings to Erben Associates and its clients.

Outside the office, Juan is a hands on hobby enthusiast who enjoys working on classic cars, spending time with family and friends, flying planes, exploring the outdoors, and staying active.