First Command Financial Advisor - David Morales

Anna Beasley joined First Command Financial Services as a Financial Advisor in April 2000. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. A graduate of Stevenson University with a Bachelor’s degree in Legal Studies & Public History , Anna holds Series 66 & 7 securities licenses plus life and health insurance licenses in AZ,CA,FL,IL,LA,TX,VA,AA,AE,AP,UT,ID,MD,GA,WA,NC. Anna is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. In her free time, Anna enjoys hiking, spending time with family, and traveling. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Jason Surya joined First Command Financial Services as a Financial Advisor in October 2009. He previously worked for 10 years as Branch Manager at Wells Fargo Bank. A graduate of San Diego State University with a Bachelor’s degree in Finance, Jason holds Series 7, Series 66 and Series 24 securities licenses plus life and health insurance licenses in California. Jason is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. In his free time, Jason enjoys golf, spending time with family, and traveling. Active in his community, Jason is affiliated with The Navy League San Diego, supporting the US Naval Academy Alumni Association and The Enlisted Leadership Foundation. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

Ruben Camacho joined First Command Financial Services as a Financial Advisor in August 2019. He previously worked for 3 years as an Agent at large financial services firm. Ruben has a Doctorate’s degree in Business Administration and Finances from Argosy University and a Master’s degree in Business and Technology Administration from National University. Ruben is currently studying at the American College of Financial Services, working toward the Retirement Income Certified Professional (RICP) designation. He holds Series 6 & 63 securities licenses plus life and health insurance licenses in California and Texas. Understanding that the biggest obstacle to financial security for most people is their own behavior, Ruben serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Ruben will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Ruben is Vice Chair for Area 6 of Employer Support of the Guard and Reserve (ESGR) and he was awarded Volunteer of the Year at the Armed Services YMCA. In his free time, Ruben enjoys reading, spending time with family, and traveling. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”