Jonathan Pacheco Rivera

As the Founder and Certified Financial Advisor at PSR Assurance, I’ve spent the past 17 years helping people turn financial uncertainty into long-term confidence. I specialize in working with employees and business owners across Puerto Rico, guiding them through personalized strategies for retirement planning, investment growth, and risk management.

My approach is simple—listen first, then build. Every client I work with receives a plan that reflects their goals, lifestyle, and future ambitions. Whether it's optimizing retirement savings, navigating tax-advantaged accounts, or securing income through annuities and life insurance, I focus on clear, practical steps that protect what matters most.

At PSR Assurance, I lead a team committed to delivering real results, not just financial advice. From wealth protection and tax strategies to structured income solutions, I believe in planning for the long game. My mission is to help you make smart financial decisions today, so you can enjoy peace of mind tomorrow.

If you're ready to take control of your future, I’m here to help you do it—with clarity, confidence, and a plan that works.