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Jessie Aguilar is a seasoned financial services professional with over 16 years of experience specializing in insurance, building wealth, and advanced financial strategies. Known for his client-centric approach and strategic insight, Jessie helps individuals, families, and businesses build long-term financial security and growth.

He holds a Bachelor of Science in Business Management and a Master of Business Administration (MBA), credentials that reinforce his expertise in financial strategy, leadership, and organizational development.


From 2005 to 2011, Jessie served as Principal of Aguilar Co., where he led a full-service financial and insurance firm focused on professionals, business owners, and high-net-worth individuals. Today, Jessie works collaboratively with a dedicated team at Rockstone Capital to help design and implement customized strategies for both individuals and organizations. His work includes the development of executive compensation plans, employee benefit programs, and succession strategies that help businesses attract, retain, and reward key talent. He also works closely with high-net-worth individuals and families to address complex financial needs related to 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 individuals and corporations. Widely respected for his ability to simplify complex financial concepts, Jessie aligns technical solutions with his clients' personal and professional goals-earning their trust.

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.

CA Insurance License No. 0E79412

CRN202904-10873144