Jose is Strategic Wealth’s paraplanner, conducting personalized and holistic financial planning to meet our clients’ current and future goals. He analyzes client portfolios and prepares client reviews for strategy sessions. He is licensed in life insurance.
Jose earned a bachelor’s in business administration with an emphasis in finance and economics from the University of Texas at El Paso. While in school, he was a member of the Financial Management Association (FMA) and The Association of Latino Professionals of America (ALPFA).
Jose’s hobbies include watching and playing sports, puzzles such as sudoku and jigsaw, and traveling to new places.