Jose Novoa is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Jose focuses his practice on a variety of different areas including variable annuities, mutual funds, premium financing, budgeting, student loan refinancing, risk management, retirement planning, insurance planning and income protection needs of individuals, families, small businesses and healthcare professionals.

Jose has a passion for inspiring and motivating his clients to feel confident about their financial futures. He is continuously looking for ways to give back to his community, especially by working with young entrepreneurs.

Prior to joining Charter Oak, Jose worked as a customer services representative while pursuing his Bachelor’s degree. He earned his degree in financial management from the University of Connecticut School of Business.

Outside of the office, Jose enjoys reading books by his favorite authors, Warren Buffett and Benjamin Graham, cooking and spending time with his friends and family. When he’s not doing that, you can find him on the pitch playing soccer or watching his favorite team, Atlético Madrid, on television. He is a longtime resident of Stamford, CT.

Practice Areas
• Variable Annuities
• Mutual Funds
• Premium Financing
• Estate Planning
• Student Loan Refinancing
• Debt Repayment Planning
• Budgeting Strategies
• Risk Management
• Retirement Planning
• Insurance Planning
• Income Protection

Education

University of Connecticut (2015-2019)