Jose Jimenez CFP®

Dual Registered Financial Professional

As a financial professional, I desire to give purpose, direction and motivation to you regarding your financial goals. I believe that integrity and trust will be the bedrock of our relationship and that long-term financial goals are best achieved through making wise decisions together. My desire is to be informed about your needs, wants and aspirations. I hope to learn of, not only your financial situation, but anything else you may deem necessary for us to draft a solid plan for pursuing your future retirement and legacy dreams.

I am a firm believer that the decisions you make, or do not make, are of first importance to the long-term outcome of your financial plan. With that being said, I do not want to be easily moved by every wind of media chatter as to the status of the economies of the world. Instead, I want to be that safe reminder to you that even though we do not know what is going to happen today and tomorrow, history says that the long-term can have great things for us. These great truths will serve you and me as we run the race before us in unshakable fortitude.

As we run this race together I promise 3 things:

1. to invest your money in accordance with your financial goals and as carefully as I invest my own,
2. to tell you the plain, unvarnished truth at all times, and
3. to be a friend who is just a phone call away.

I am a military brat and claim to be a native of San Diego, California. In 2001, I graduated from the United States Naval Academy in Annapolis, Maryland and was commissioned in the United States Marine Corps where I served about 11 years. During this period I completed 3 combat deployments in support of Operation Iraqi Freedom in 2003, 2004 and 2005. Additionally, I have served as a military chaplain since 2012 and completed a combat deployment to Afghanistan in 2013.

If you are ready to move forward, then lets talk.