Jose was born and raised in Orange County, California. Before receiving his bachelor's degree from Cal State University Fullerton, he gained his passion for personal finance during his time at his internship at a small RIA firm. Prior to joining EP Wealth, he began his career in the financial services industry at Chase bank and helped his clients with various consumer and business banking needs. Jose is also currently preparing for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation at UC Irvine and plans to pursue additional credentials in the future. Outside of work, he enjoys watching sports, attending live music events, and training in Jiu Jitsu.
California State University, Fullerton