273 Avenue Ponce de Leon Suite 1400
San Juan, PR 00917
Preparing for life isn't always easy. As a Registered Investment Advisor Jose's mission is to help clients make smart investment and financial decisions through professional relationships based on integrity, trust and personalized service. He accomplishes this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Contact him to discuss your financial future.
Jose is a graduate of The Ohio State University (1995-2000) where he achieved his bachelor's degree in Business Administration. He holds Series 7/66 licenses with FINRA and is licensed to sell insurance in Puerto Rico.
As an ex-professional volleyball athlete for many years Jose had the honor of representing Puerto Rico 13 years as a member of the Puerto Rican National Team as both player and captain. He enjoys playing golf, traveling and spending quality time with his family.
- Insurance Strategies
- Investment Strategies
- Business Owners
- College Funding Strategies
- Retirement Income Planning
- Risk Management Strategies
- Retirement Strategies
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheckSee Jose’s Licenses and Disclosures