Jose is responsible for overseeing all key areas of the financial planning process including financial analysis, investments, credit management, and client service for Core Financial Partners. Jose started his own practice in 2002 at American Express Financial Advisors (now Ameriprise) where he advised emerging business owners and executives on a variety of tax and financial planning issues. Jose utilized his extensive experience and knowledge to earn a position within the elite practice of Core Financial. Today, Jose commits his financial expertise to helping clients reduce their income taxes, manage their investments, enhance their personal wealth, and maximize the transition of assets to future generations. Jose grew up in Los Angeles and currently resides in Santa Monica, CA. His passions include running, traveling, and attending the latest modern art exhibits around the country.
Education: University of California – Los Angeles (B. A. – Economics)
Professional Designations and Licenses: Certified Financial Planner (CFP®) Series 7, 66 CA Insurance #0D71726 (Life, Health, Disability, and Long Term Care)
Community Involvement: President – UCLA Latino Alumni Network (2011 – Present) Operation Hope – Community Advisory Board (2007-2009)