Jose O. Segura

About Jose O. Segura

My “Why”Having an abundance mindset is asking how you can accomplish anything you want by putting your resources to work for you. Successful people aren’t defined by their environment, they make their environment a product of them. It is my mission to assist every client avoid many of the most common financial mistakes, provide clarity around all their financial decisions, and share uncommon ideas on how to create wealth more efficiently, by providing them the best fighting chance to be successful and have a profound impact on their families and future generations. If you\'d like to hear more about the work I do, want to talk baseball or just want to network I\'D love to grab a cup of coffee. Give me a call at 51••••••10 or email me at j••••••••@wagllc.com/COMPLIANCE:20••••07/

Experience

1. Financial Advisor

   Wealth Advisory Group LLC

   Mar 2003 — Present · Latham, NY, US

   At the Wealth Advisory Group, Our Mission is SimpleWe educate, guide and counsel people toward reaching their full financial potential.This philosophy positions me as my clients’ most trusted advisor, advocate, educator, and partner. I fill the role of their personal CFO, providing one point of coordination for their entire financial world. Then we work to orchestrate a plan that allows for clients to achieve their goals in a manner that minimizes risk and maximizes opportunity. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl, New York, NY 10017, 21••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.CA License # 42•••61

Education

• BEI

  CeXP, Business Exit Planning

  2020 — 2020

• The American College of Financial Services

  ChFC, Financial Planning

  2018 — 2019

Skills

• Event Management
• Social Media Marketing
• Teaching
• Event Planning
• Strategic Financial Planning
• Investments
• Social Media
• Nonprofits
• Fundraising
• Coaching
• Finance
• Leadership
• Public Speaking
• Insurance
• Strategy
• Customer Service
• Small Business
• Retirement Planning