Jose Almanza

Jose Almanza
Sr. Financial Consultant

Phone: 888.202.3927
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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.

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Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
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