Jose Silva

CEO & Founder @Silva Fiduciary Advisors

Daytona Beach, FL, US
EMAILS
j•••@silvafiduciary.com
MOBILE NUMBERS
+13•••••••96

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WORK HISTORY

Aug 2016 — Present

CEO & Founder @Silva Fiduciary Advisors

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A full service, multilingual Fiduciary Advisory practice dedicated to serving our clients\' best interests in Florida, across the U.S. and around the world. Our services include investment management, financial planning, execution and monitoring, risk management, immigrant investor advisory, estate planning guidance, tax planning, social security maximization, mortgage selection analysis, financial literacy awareness and education, philanthropic guidance. All these services may be provided in your language of preference, whether it be English, Spanish, French, Portuguese, or Italian.

EDUCATION

1984 — 1985

Paris-Pantheon-Assas University

Certificate, International Relations

1987 — 1989

UCLA Anderson School of Management

MBA, International Business & Marketing

1988 — 1988

HEC Paris

Part of UCLA MBA, Institut Supérieur des Affaires (ISA): International Business

1979 — 1984

California State University, Northridge

BS, Finance, Spanish, French

1981 — 1982

Universidad Complutense de Madrid

Part of BS Degree at CSUN, Exchange Program with emphasis in Economics, History, Literature and Art

SKILLS

LeadershipMarketing StrategyPortugueseEntrepreneurPublic SpeakingMarketingFinancial AnalysisSpanishEnglishNegotiationItalianInvestmentsTeam BuildingManagementInnovatorNew Business DevelopmentStrategyStrategic PlanningStrategic Financial PlanningLife SkillsNon-ProfitsBankingPortfolio ManagementFrench

ABOUT JOSE SILVA

José serves his clients as an Independent Fiduciary Advisor with Silva Fiduciary Advisors in the Daytona Beach area and Orlando.José has broad international experience in finance, banking, consulting, languages and other disciplines working in Europe, Latin America and the U.S. He obtained an MBA from UCLA Anderson School of Management and has a Bachelor of Science degree in Finance and Languages from California State University, Northridge. José also holds the Accredited Asset Management Specialist (AAMS) designation.José is actively involved in serving his community. He is currently Adjunct Professor of Finance and Investments at Embry-Riddle Aeronautical University. He served as President of Business Network International (BNI) in Daytona Beach and President of the Daytona Beach West Rotary Club. He has served on the board of various local not-for-profit organizations. José has also taught local high school students the fundamentals of saving, managing and investing money. Learning and speaking languages is one of his greatest passions; Jose currently speaks five languages fluently and is currently learning Mandarin Chinese.Being the eldest of eight siblings, José has always cherished the family as his number one priority. He has two children: Natalia, 32 years of age and Sebastian, 27 years old. The Silva family is very fortunate to have beautiful Costa Rica as their second home where they spend about a month every year enjoying its many wonders.

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