Learn About Jose Monreal
Professional Background
Before joining the Mission Wealth team, Jose Monreal spent three years working for Prudential Financial, gaining expertise in retirement income planning, life insurance, and annuities. One of the most impactful experiences during his time there was guiding a client through a deeply personal, complex, and uncertain period. This experience taught him that his work goes beyond just the numbers and finances; it's ultimately about the people behind them. As a Senior Wealth Advisor, Jose believes in making his clients' personal goals and values the top priority in any financial plan. He finds great satisfaction in helping his clients feel supported and at ease with their financial decisions, knowing that they have a trusted advisor by their side.
Jose has a Bachelor of Finance from the University of California, Riverside, and holds designations as a Retirement Income Certified Professional® and a CERTIFIED FINANCIAL PLANNER™ professional.
Personal Pursuits
Jose resides in the vibrant city of Dallas, Texas, where he passionately pursues an active lifestyle, explores new travel destinations, and cherishes quality moments spent with his family. When he's not staying active, he likes deep dive into a good self-development or finance book, always working towards his next professional designation. Learn more about Jose in this 2020 Spotlight Interview.
Community Impact
Jose has a strong commitment to making a positive impact on his community and is passionate about giving back. In his previous home of Southern California, he frequently volunteered his time with the Southern California Library Literacy Network. Since moving to Texas, he continues to devote his time and financial expertise to organizations such as the Boys and Girls Club of America and Community First! Village. Jose believes that volunteering is not only a way to make a difference but also an opportunity to connect with the community and learn from others.
In the News
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.