Originally from the island of Puerto Rico, Jose grew up loving his people and the culture that embodied them. Wanting to give back to the community, Jose worked in law enforcement for several years. In 2004, he moved to the city of Orlando, Florida, and started his own company in the construction industry.
Years later he made the transition to the financial services industry while beginning to develop his position in real estate. Jose and his wife are also extremely passionate about their faith and have been pastors of the Gracia En Familia Church since 2013. The love he has for helping people drives him to serve his family, friends and clients by understanding their needs and aspirations while providing each person with a personalized service.
Two years ago, he began to collaborate with LifeAnswers Financial Group, providing people with excellent education, financial services and literature.
American University of Puerto Rico
Associate Degree, 1995
Asbury Theological Seminary
Theology & Counseling, 2012
TREI- The Real Estates Institute
Sales Associate, 2014
Florida School of Insurance
Life & Annuities, 2017
Activities, Affiliations & Skills
Partners Advantage a Gallagher Company
Your Family Bank, First Financial Education Center
Stonewood Financial Group
Bilingual: English & Spanish
Life Savings Account Best Retirement
How Indexed Universal Life Concepts can and outperform your current retirement vehicle.
THE LifeAnswers TEAM
Supporting our mission, our vision and our values is a strong team of experienced financial professionals looking to provide custom solutions to help each of our clients reach their goals. With open hands and hearts, we believe in a solution for everyone, and we’re extremely proud to be the choice and guide for our clients as they pursue a long life of financial security.
Are You Taxing the Harvest?
Traditional 401(k)s and IRAs grow tax-deferred, meaning that they will be taxed upon distribution. But is it better to tax the seed or the harvest? Our calculator can help you estimate your future tax bill and determine if future tax-mitigation strategies can help you reach your retirement goals!
Planting the Seeds of Opportunity
4582 W. Andrew Johnson Hwy.
Morristown, Tennessee 37814
1627 E. Vine St., St. 132
Kissimmee, FL 34744
2335 Tamiami Trail North, St. 303B
Naples, FL 34103