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Jose Latorre

In by Mission Wealth

Jose Latorre, Investment Associate

Jose Latorre

Investment Associate

805-680-2328

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"My passion for investments and financial markets drives me to constantly seek opportunities for growth and wealth creation. By strategically and analytically allocating capital, I take pride in helping our clients navigate the complexities of the financial world... "Know what you own, and know why you own it." — Peter Lynch"

Jose Latorre is an Investment Associate at Mission Wealth and plays a pivotal role in assisting our Investments Committee, Investments Team, and supporting the Chief Investment Officer.

 

 

"My passion for investments and financial markets drives me to constantly seek opportunities for growth and wealth creation. By strategically and analytically allocating capital, I take pride in helping our clients navigate the complexities of the financial world... "Know what you own, and know why you own it." — Peter Lynch"

Jose Latorre is an Investment Associate at Mission Wealth and plays a pivotal role in assisting our Investments Committee, Investments Team, and supporting the Chief Investment Officer.

 

 

Learn About Jose Latorre

Professional Background

Jose Latorre has several years of financial services experience through his previous experience as an Investment Research Analyst & Portfolio Manage at an RIA firm in Houston, Texas. He conducted investment research on Individual Equities, ETF’s, Mutual Funds, Fixed Income securities and cash management assets. He also managed client portfolios with various investment strategies, objectives and constraints. 

Jose received his Bachelor of Arts in Major International Business from Rollins College and his Master of Business Administration (MBA) with a concentration in Finance from the University of Miami. He is currently pursuing the CFA program as a Level II candidate and holds the Series 65 license.

Personal Pursuits

Jose values quality time with family and friends and embraces every opportunity to travel and immerse himself in diverse cultures. An avid marathon runner, he's determined to conquer all of the world’s major marathons. In addition to running, his interests include golf, soccer, reading, and relaxing by the beach.

Community Impact

Jose is dedicated to empowering the younger generation with financial literacy, striving to enhance financial education so they can confidently navigate life and build a strong foundation for financial success and savings.

Strategy team at Mission Wealth

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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