You have dreams and your most important goal is to live now, not later. That’s why I’m here to help you strategize your ideal lifestyle and help you support that financially.
Hi, I’m Jose and I’ve spent the last decade of my life studying, learning and applying the art of money and how we can steward it properly. This led me to excel in the fields of sales, real estate investing, and business ownership.
My genius zone is breaking down complex topics so clients feel confident and informed. Together we get to create a financial blueprint that works, helps serve your lifestyle, and give you what you really want. Your hard work is admirable, and I’m here to help ensure the people and things you care about are well protected. The clients I serve best are real estate investors, business owners, and sales professionals.
In addition to my professional work, I enjoy volunteering as a youth soccer coach for our local YMCA. I’m also a member of the Greater Fort Wayne Hispanic Chamber of Commerce, and I enjoy meeting new friends at the Fort Wayne REIA.
When I’m not with my clients, you’ll find me going on trips with my wife Charity, driving to Dunkin’ with my nieces, playing soccer, watching UFC, going to Colombia, or finding a good coffee shop.
One of my mottos I live by. Money is a reflection of what is in your heart. If you are generous with little, you will be generous with more.
