Jose F. Velasco

Credentials:
  • LUTCF®
  • ChFC®
  • CFP®

Focus: Insurance Strategies, Investment Strategies

Languages: English, Spanish

BUSINESS PHILOSOPHY

 

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

 

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in FL, NY, NC, TX
  • Registered to offer securities products in FL, NY
  • CERTIFIED FINANCIAL PLANNER TM, CFP Certificant
  • Charter Financial Consultant, ChFC® Designee

 

PERSONAL

  • Resident of Florida since 1994
  • Family: Married to Carolina, Kids: Fernando, Matias and Alejandro
  • Hobbies: Soccer, Tennis and Surfing

 

ORGANIZATIONS

  • Member of Ecuadorian American Chamber of Commerce.
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Local firms are sales offices of Massachusetts Mutual Life of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Jose Velasco is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC www.sipc.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800

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Coastal Wealth

Main Office

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

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CRN202204-263855