“He who has a why to live for can bear almost any how” – Friedrich Nietzsche
Before starting a career in financial services, Jose served in the Marine Corps as a bomb dog handler. During his service, he was injured by an IED in Afghanistan, and subsequently medically retired in 2013 (along with his bomb dog Zenit). After leaving the military, he continued to work for the Federal Government; but soon realized that he could better support his fellow veterans by helping them achieve their life goals.
Jose returned to school and earned his bachelor’s degree in finance and accounting from Columbia College and a master’s degree in financial and tax planning from San Diego State University. He is also a Chartered Financial Consultant and an Enrolled Agent. Jose’s passion for helping veterans goes beyond the office, and he is a member of the Financial Planning Association and the Purple Heart Association.
After entering the financial services industry, Jose was discouraged by the type of financial services he saw offered to veterans. From insurance products that the veteran didn’t understand to patchwork advice focused on trying to “beat the market.” Determined to provide real financial planning that focused on helping veterans accomplish their life goals, Jose launched Create Your Path, a fee-only comprehensive financial planning firm serving veterans who are Federal employees.