Jose Almanza is Senior Financial Consultant in the Great Lakes office of Strategic Retirement Partners. In his role, Jose assists clients and participants with education to help them achieve their personal retirement goals. The process includes a review of their participation in employer-sponsored or voluntary benefits to provide a personal and holistic approach to achieving their retirement goals. As a member of Strategic Retirement Partners, Jose’s goal is to provide participants with the knowledge to make sound financial decisions.
Before joining Strategic Retirement Partners, Jose was affiliated with 401(k) Advisors and prior to that, worked for the Principal Financial Group for three years. He has been in the financial and retirement plan services industry since 1999. Jose is a graduate of Keller Graduate School of Management in Chicago, IL where he earned a Master of Business Administration degree. He has his Life Insurance license in Illinois, is a registered representative, and has FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) registrations.
Arkansas & Southern Missouri