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
In the News
7 Essential Tips for a Well-Designed Financial Life
Explore the key elements to creating a strong financial foundation—investment strategies, tax efficiency, estate planning, and more.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.