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.
- 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
- Resident of Florida since 1994
- Family: Married to Carolina, Kids: Fernando, Matias and Alejandro
- Hobbies: Soccer, Tennis and Surfing
- Member of Ecuadorian American Chamber of Commerce.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Jose’s Licenses and Disclosures