Broker Check

Meet the Team

Juan Carlos Barcena, MBA | CEO
Miranda Barcena, RICP® | President

At Barcena Financial Group, we believe retirement is about more than managing investments - it's about creating a plan for the life you've worked so hard to build.  As a husband-and-wife team and former educators, we specialize in comprehensive retirement and retirement income planning, helping individuals and families navigate the financial decisions that come with this next chapter.

Together, we combine our experience in financial planning, investment management, retirement income strategies, and financial education to create personalized plans tailored to each client's goals.  We believe informed clients make confident decisions, so we take the time to simplify complex financial topics, answer questions, and provide guidance every step of the way.

Outside the office, you'll often find us spending time with our two children and extended family, enjoying the outdoors, cheering on the Texas Longhorns, and staying actively involved in the Central Texas community.  We feel privileged to build lasting relationships with the families we serve and to help them retire with confidence.

Credentials

Miranda Barcena, RICP®

  • FINRA Series 7, 63 & 65
  • Life, Accident & Health Insurance Licensed
  • Retirement Income Certified Professional designation

Juan Carlos Barcena, MBA

  • FINRA Series 7 & 66
  • Life, Accident & Health Insurance Licensed
  • Master of Business Administration in Finance

Bilingual services available in English and Spanish.


Community Involvement

Built on Trust. Guided by Purpose.

Fiduciary Commitment

We are legally and ethically committed to acting in your best interest.

Personalized Advice

Every recommendation is tailored to your goals, your family, and your retirement.

Values-Based Planing

Your financial plan should reflect what matters most to you - not a one-size-fits-all approach.

No Investment Minimums

Quality financial guidance should be accessible, regardless of where you're starting.

Sheila Barton

Client Services Coordinator

830-402-4100

sheila@barcenafinancialgroup.com

Sheila has an extensive background in corporate services and is a dedicated customer service professional with over 27 years in the oil and gas industry. She provides reliable communication and problem solving to deliver solutions for...

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