Alan Ventura Duarte Peña in

Alan Ventura Duarte Peña

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Consultor Financiero Certificado at Allianz
📍 Mexico City, Mexico

Alan is the Agency Director and Founder of Ventura Servicios Financieros y de Seguros, specializing in risk management and business development. A graduate of Instituto Politécnico Nacional with a degree in Engineering, he is described by colleagues as strategic, transparent, and accessible, with a focus on data-driven project management.

His career began at the international organization AIESEC, where his leadership roles shaped his strategic and results-oriented mindset. This experience ignited his passion for helping others achieve financial stability through wealth and asset protection, which he considers his true calling. He follows companies like Accenture and Chubb.

Before his finance career, Alan was the National Director of Organizational Development for AIESEC, where he led teams and standardized processes for over 400 users.

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Experience
6 Years
Current Role
Consultor Financiero Certificado
Job Level
Leadership
Location
Mexico City, Mexico
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Alan cares about

Financial Literacy
He frequently posts educational content, like his "Financial Route, " to help people understand and control their finances, from consumption patterns to investment.
Retirement Planning
He actively critiques over-reliance on standard pension funds (AFORE) and educates his network on creating personalized retirement strategies with private insurers.
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Career

Work history

5-2025
Consultor Financiero Certificado
Allianz
4-2025
Consultor en Seguros y Planeación Financiera
AXA
4-2025
Analista en Prevención de Daños y Seguridad Patrimonial
Quálitas Compañía de Seguros
11-2024
Gerente de desarrollo de negocio
GNP Seguros
6-2024
Agency Director & Founder
Ventura Servicios Financieros y de Seguros
In the press

Media appearances

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Education
2015 - 2020
Grado en Ingeniería
Instituto Politécnico Nacional
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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