James Miguel Quintana, MA
Financial Professional
With a background as both an educator and financial professional, I specialize in helping professionals and business owners design strategies that align with their personal goals and business operations. My approach focuses on reducing financial inefficiencies, strengthening retirement outcomes, and creating long-term stability for individuals, families, and organizations.
I understand the challenges of running a business, leading a team, or balancing personal and professional goals. Just as successful operations depend on reliability and precision, I bring that same mindset to financial strategies—helping clients with succession strategies, employee benefits, key-person protection, and long-term investing.
While my work spans a wide range of industries, my mission is consistent: to partner with clients who are serious about maximizing their financial potential, minimizing taxes, and creating multigenerational wealth. My clients value not only the strategies we implement, but also the clarity, confidence, and personal relationship that come with working together.
Through New York Life, a Fortune 100 company with more than 175 years of experience, I provide clients access to the strength and resources of one of the most respected companies in the industry. At the same time, my practice is highly personal—no call centers or one-size-fits-all strategies. Instead, I believe in people over profit, values before numbers, and building financial strategies that reflect what matters most to you.
Beyond my professional work, I serve as President of the Rotary Club of San Antonio South (2025–2026), continuing my commitment to leadership and community service. With 14 years as an educator before entering the financial industry, I bring a teacher’s mindset to every conversation: breaking down complex ideas into clear, actionable strategies.
If you’re ready to make your financial life more efficient, resilient, and aligned with your goals, I’d welcome the opportunity to connect.
