“If we never give up, then we’ll never lose. And if we allow it, the worst day of our life may become the most defining.”
– Jose Armenta
When I first entered the financial services industry, I was discouraged by the type of financial services I saw offered to veterans, from inappropriate insurance products to patchwork advice focused on trying to “beat the market.” Equipped with a bachelor’s degree in finance and accounting from Columbia College, a master’s degree in financial and tax planning from San Diego State University, and a lifelong awareness of the link between money management and life satisfaction, I became determined to provide real comprehensive financial planning for veterans that focused on helping them accomplish their goals.
The decision to specialize in helping veterans stems from my experience serving in the Marine Corps as a bomb dog handler. In 2013, I was injured by an IED in Afghanistan and medically retired, along with my bomb dog Zenit. Despite this unexpected curve in my path, I still had the same “why”: I wanted to be involved in a mission greater than myself and help those I cared about. I knew this meant continuing to work with veterans, the people who I consider my family.
My “how” turned out to be launching Create Your Path, a fee-only, independent financial planning firm specializing in advising veterans who are Federal employees. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant, an Enrolled Agent, and a fellow veteran, I am ready to guide veterans toward the life they envision.