Since 2004, Jose has been helping individuals plan for retirement. Do you ave questions about investments, taxes, retirement, and/or estate planning? Jose is a Certified Financial Planner™ practitioner, and would be glad to help or point you in the right direction.
We start by clarifying our fee structure and explaining the different ways we can help. Next, we analyze your goals and compare them to your current portfolio. Finally, we recommend an values based strategy designed to meet your risk tolerance even if you do not become a client.
Jose believes in doing good. He has volunteered with Albuquerque Reads and the NM Veterans Integration Center as well as other education bases programs. You can count on education first, unbiased recommendations and impartial guidance.
Growing up in the small town of Glorieta, a passion for community and a true appreciation for service were instilled in me at an early age. Raised in a village that was poor monetarily but wealthy in traditions, family, and community, I was inspired throughout my life by my parents. Both educators and active in the community as leaders, coaches, and as “majordomos” for the village church (Majordomos is a Northern New Mexico term for “care takers”). Continuing in the blessings of our family and community, I followed my brother in-law into military service spanning over five years. When I was able, I took a second job and saved a small fortune for my future return. Throughout my life, I understood and found success in the value of a “hard earned dollar” and the effort (and sacrifices) it took to keep it.
While starting my graduate work at the University of New Mexico, I was recruited by a major financial services company. I worked directly for “a legend in the company” and learned a lot about Wall Street and the insurance industry. Most of it I didn’t like at all. I spent most of my time questioning why we did not do things that truly benefited the client. It was not long before I was dismayed; I resigned my position in search of a better way. Disenchanted and truly believing there was a better way to make an impact, I implemented kaizen methodology to my professional way of being. My goal was simple; I wanted to make an impact on our community by sharing smarter strategies for managing and protecting wealth to those who have worked hard and value their money, so that they too can experience less stress and focus on those issues that mean most to them.
Ever since that day, our company has been tirelessly working to realize this goal. We feel that every day we are entrusted to take care of those who have worked hard for their money and provide them with a more enjoyable life through smarter investment solutions.
In June of 2014, I toyed around with creating financial planning videos and tutorials. Sadly, I failed miserably. Nevertheless, with this failure, I was able to sharpen my skills into what I now call the New Mexico Center for Financial Learning.
At the end of the day, in the middle of the night, and early in the morning, I am Dada, Daddy, Da! Here you see me with the love of my life (Wife Jasmin) and 3 kids under 3 (our daughter and Twin boys).
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6300 Riverside Plaza Lane Northwest, Albuquerque, New Mexico 87120, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
CERTIFICATION AND BACKGROUND:
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Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RWA and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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