Role and Company
Relationship Manager / Financial Consultant, Empower Retirement
Expertise
17 years experience in financial services
Location
Monrovia, CA
About Jose
I’ve worked in the financial services industry for over 17 years spanning roles from helping individuals with their retirement planning to managing the institutional relationship between the retirement plan provider and the agency (university, city government, company) that is being served. It’s a role that i enjoy and a very satisfying career path for anyone desiring and does well serving others and guiding people toward a clearer vision of their financial future. I’ve been married nearly 30 years and have six children; one of whom who recently graduated from the US Naval Academy and will be serving our country as a Marine officer.