Registered Representative & Investment Adviser Representative of Lincoln Investment Planning, LLC
Jose has been with Shelgren Financial Group since 2005. His main goal is to provide his clients with the service and knowledge to help them achieve their short- and long- term financial goals. He believes that communication, working together one-on-one and building a strong relationship is essential to a successful financial or retirement plan.
Jose holds FINRA Series 6, 63 and 65 securities registrations and life and health insurance licenses.
Jose is a graduate of Western Washington University and lives in Federal Way with his wife, Anna.
Personalized Financial Planning
College Funding Plans
Life and Disability Insurance Analysis
Asset Management Services
Tax Favored Investments