Jose Moreno is one of the three Financial Advisors on the team. Jose focuses on a holistic approach in providing investment planning services to individuals, small businesses and corporations. Jose gets immensely involved in helping individuals understand and coordinate their company-sponsored plans into their overall investment plan. These plans include equity compensation plans, qualified retirement plans and non-qualified retirement plans. Jose also provides these same clients with their personal estate investments strategies, insurance strategies, and education planning needs. Jose is a CERTIFIED FINANCIAL PLANNER™ professional and has worked in the financial industry for more than 24 years. Jose holds series 7, 63, and 65 securities registrations, as well as licenses in life and health insurance. He earned a B.S. in Business Administration from California State University, Long Beach. Jose enjoys spending time with his wife Esther and three daughters, Xochitl, Alejandra, and Abigail.
CA Insurance License: 0C81182. Resident State CA.
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Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.