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
- Board of Trustees for the Better Business Bureau Foundation (Juan Carlos)
- Board Member of the Greater Austin Hispanic Chamber of Commerce (Juan Carlos)
- Director of Education for the Board of Trustees of Financial Women In Texas (Miranda)
- Ambassador committee members for the Austin Chamber of Commerce
- Ambassador committee members for the Greater Austin Hispanic Chamber of Commerce
- Ambassador committee members for EGBI (Economic Growth Business Incubator)
- Active members of the San Antonio Hispanic Chamber of Commerce
- Volunteering at their children's schools
Built on Trust. Guided by Purpose.
Sheila Barton
Client Services Coordinator
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...