Jose joined MONECO Advisors in April 2020. He started his career in financial services at Wells Fargo Bank, helping high value clients with their financial needs. He transitioned to Northwestern Mutual as a financial advisor, creating financial plans for his clients and providing solutions around insurance, investments, and retirement planning. Jose attended Western CT State University where he earned a bachelor’s degree in Finance. He is a Certified Financial Planner™ and holds his Series 7, 6 and 63 (with LPL Financial) and 65 (with MONECO Advisors LLC) securities licenses and his CT Life & Variable insurance license. Jose resides in Norwalk, CT with his wife Paula. When not in the office, he enjoys playing tennis, golf, and traveling.
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.
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