Jose, a dynamic addition to our team at Well Lived Wealth, embarked on his professional journey with us in 2025. A University of Houston alumnus, Jose majored in Finance, enriching his experience with two years dedicated to Retirement Planning at Equitable Advisors. He proudly holds the Series 6, Series 7 and Series 66 registrations and is ambitiously working towards his CERTIFIED FINANCIAL PLANNER® professional registration.
In his role as a Client Service Associate, Jose is often the first point of contact, ensuring seamless account service. Additionally, he plays a crucial paraplanning role, contributing significantly to the development of comprehensive financial plans and aiding in the preparation for annual client reviews.
Outside of his professional commitments, Jose is an avid athlete, currently training for his inaugural half-marathon through the grueling and exciting Spartan Races. His dedication to family is evident as he frequently keeps in touch with his parents living in Spain. Passionate about Europe and its beauty, Jose seizes every opportunity to connect with his family. Notably, Jose is fluent in Spanish and understands Portuguese, enriching his ability to communicate and connect with diverse clients.