Shaun Aguilar Fiduciary Advisor

Shaun Aguilar brings over ten years of experience in the financial industry, guiding families to effectively plan for and achieve their financial goals. In 2009, he earned a Bachelor’s degree in Business Administration with a concentration in Marketing from San Jose State University. Prior to launching his independent business in 2016, Shaun spent nearly two decades in retail management. He has continued his passion for financial education and innovative strategies throughout his career.

In 2018, Shaun became a Registered Representative and maintained Life and Health licenses, as well as FINRA Series 6, 63, and 65 licenses. He subsequently transitioned to the Executive Marketing Director role at Global Financial Impact, where he coached and developed financial professionals from February 2024 to January 2026. Shaun joined Trajan to make a meaningful impact through education and to deliver comprehensive, customized solutions tailored to the unique needs of families.

Shaun was born in Gilroy, California, and raised in San Jose in the South San Francisco Bay Area. As an only child, he developed a passion for music, video games, and sports—interests that continue to be a significant part of his life. The San Francisco 49ers remain his favorite team, and he has always cherished large family gatherings. Fitness and cooking for his family are daily pursuits he deeply enjoys. In September 2020, Shaun married his wife Nicole, and together they relocated to the Dallas area to begin their journey as a family. They are blessed with two wonderful children, Melina and Anthony, and are committed to upholding their faith and family values.