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Jose Vivero, CFP®, ChFC®, CLU®

Jose Vivero, CFP®, ChFC®, CLU®

Associate Advisor

 

Jose is originally from Quito, Ecuador. After settling in Fairfield County in 2008, he attended Western CT State University where he earned a bachelor’s degree in finance. Jose started in the financial services industry in 2013 working in retail banking. He obtained his securities and insurance licenses and began working with clients providing insurance, investment, and retirement planning solutions.

Jose joined MONECO Advisors in April 2020. As an associate advisor, Jose works directly with clients and supports a team of advisors with financial planning. Jose holds a Certified Financial Planner™ and a Chartered Financial Consultant designation. He is passionate about educating his clients in all areas of financial planning and providing them the tools to help make sound financial decisions.

Jose is a member of the Financial Planning Association (FPA) of CT and is involved in his local community. He resides in Norwalk with his wife Paula. When not in the office, he enjoys playing tennis, golf, traveling to new destinations, and trying out new restaurants.

Get to know Jose...

Favorite part about working at MONECO: Working with an experienced and passionate team while educating and supporting clients achieve their financial goals.

Ways to spend time outside of work: Running, golf, tennis, soccer

Biggest Challenge at MONECO: Findings ways to best utilize the team’s talent and strengths to better serve our clients.

Most enjoyable aspect of your job: Building long lasting relationships with clients while making an impact on their lives. 

Favorite...

Quotation: "Believe you can and you're halfway there." - Theodore Roosevelt 

Vacation: Saint-Tropez, France

TV Show: "Billions"

Genre of Music: EDM

Sports Teams: Real Madrid