Meet Our Members

Jose Vicente, CFP®

Financial Advisor, Coast to Coast Wealth Management

Industry: Financial Services

Summary: These days, personal finances can be a source of stress and a distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs.

Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.

Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

– Managing everyday expenses

– Making the most of their company benefits

– Planning for retirement

Board Memberships: Bergen Volunteer Center

Who is your target customer?Companies with less than 100 employees or individuals with personal financial planning needs.

What sets you apart from the competition? In addition to the more traditional financial planning objective of helping mature clients work their way to and through retirement, I am also passionate about developing plans that help young families pursue their financial goals. I ask targeted questions and listen to my clients’ dreams and priorities. Then we work together to develop appropriate and manageable strategies that build on what they’ve already worked hard to create. Their financial plan is reviewed regularly, and adjustments are made so it can work well into the future. I’m here to help my clients live the life they’ve earned.

When you are not working, what do you like to do?Spending time with family and friends, volunteering, going to sporting events, beer or wine tasting, hiking, and going to the beach.

Contact Me:
Phone: (760) 929-0776