Jose Monreal RICP®, CFP®

Partner and Senior Wealth Advisor

Based in Dallas, Jose helps retirees and families create retirement income plans, address tax questions, and build a coordinated financial strategy

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Languages Spoken

Spanish
English

Request an introduction

Who Jose Typically Helps

Pre-retirees and retirees, individuals and families seeking retirement income and tax planning, clients with concentrated stock positions, households seeking a comprehensive, coordinated financial plan.

Serving Clients in

Dallas • Fort Worth • Plano • Highland Park • Tulsa • Little Rock • Communities throughout North Texas, Oklahoma, and Arkansas

Available nationwide through virtual meetings

Questions Jose Helps Answer

How can I prepare for retirement and create sustainable income?
How can I build a comprehensive financial plan?
What tax strategies should I consider?
How should I manage a concentrated stock position?
How can I align portfolio decisions with my long-term goals?

Jose Monreal is a Partner and Senior Wealth Advisor at Mission Wealth, offering his services to individuals and businesses in Austin, Dallas, and Houston, Texas; Tulsa, Oklahoma; and surrounding areas. With his specialization in creating customized financial plans and managing investment portfolios, Jose helps his clients achieve their unique financial goals. His focus on building strong relationships with clients allows him to positively impact their lives, something he takes great pride in.

In 2025, Jose joined the Mission Wealth Partner group.

One of the most rewarding parts of my role is guiding my clients towards achieving their dreams and aspirations. I find it fulfilling to help clients navigate complex financial decisions and ensure they move forward with confidence. Seeing the positive impact my work has on their lives and watching their financial security grow over time is truly gratifying.

—Jose Monreal, Partner and Senior Wealth Advisor

Jose’s Frequently Asked Questions

What should I expect when I begin working with Jose as my financial advisor?

Clients can expect Jose to be caring, honest, forthcoming, and transparent. He communicates openly, explains recommendations clearly, and focuses on helping clients feel supported and comfortable with the decisions ahead.

Will I work directly with Jose, and who else may support my financial plan?

Jose will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Jose will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Jose if I live outside Dallas or my situation is not listed above?

Yes. Jose meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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.