Jose Monreal

Senior Client Advisor Associate
RICP®

 

Jose Monreal

Senior Client Advisor Associate
RICP®

Jose Monreal

Senior Client Advisor Associate
RICP®

“If it falls in your lot to be a street sweeper, go out and sweep streets like Michelangelo painted pictures. Sweep streets like Handel and Beethoven composed music. Sweep streets like Shakespeare wrote poetry. Sweep streets so well that all the hosts of heaven and earth will have to pause and say, here lived a great street sweeper who swept his job well.”

 
Martin Luther King, Jr.

Role at Mission Wealth

As a Senior Client Advisor Associate Jose works closely with his team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. Jose also prepares investment reports and financial scenarios.

Specializations

Contact Information

Office Location: Irvine, CA
Email: jmonreal@nullmissionwealth.com
Phone: (805) 450-7334

Role at Mission Wealth

As a Senior Client Advisor Associate, Jose works closely with his team of Client Advisors, analyzing current data from clients and putting together financial plans, wealth management reviews and year-end reports. Jose also prepares investment reports and financial scenarios.

Contact Information

Office Location: Irvine, CA
Email: jmonreal@nullmissionwealth.com
Phone: (805) 450-7334

Personal Pursuits

Jose was born in Mexico and enjoys singing mariachi music! In his free time he enjoys being active by trail running, mountain biking, paddle boarding, hot yoga, soccer, and weight lifting, and recently started to experiment in the kitchen more. He also likes to lock himself up with a good finance book, working towards his next designation.

Education

Personal Pursuits

Jose was born in Mexico and enjoys singing mariachi music! In his free time he enjoys being active by trail running, mountain biking, paddle boarding, hot yoga, soccer, and weight lifting, and recently started to experiment in the kitchen more. He also likes to lock himself up with a good finance book, working towards his next designation.

Education

Community Involvement

Outside of the office, Jose volunteers at the Boys and Girls club of America, and the Southern California Library Literacy Network.


Why I Love What I Do

Jose loves his career because of the meaningful relationships he has with our clients, as well as the positive impact our work has had in their lives. Helping our clients move confidently towards their dreams is immensely rewarding.


Career Highlights

Jose worked for Prudential Financial for 3 years which is where he became an expert on Retirement Income Planning, life insurance and annuities. The most impactful thing that he experienced was guiding a suicidal client through an uncertain time. It was then that he realized the impact of the work he does – it starts with the numbers, but is really about the person behind that. What matters to them as an individual must be the priority. We can give clients peace of mind when they know they are supported.

Community Involvement

Outside of the office, Jose volunteers at the Boys and Girls club of America, and the Southern California Library Literacy Network.


Why I Love What I Do

Jose loves the meaningful relationships he has with our clients, as well as the positive impact our work has had on their lives. Helping our clients move confidently towards their dreams is immensely rewarding.


Career Highlights

Jose worked for Prudential Financial for 3 years which is where he became an expert on Retirement Income Planning, life insurance and annuities. The most impactful thing that he experienced was guiding a suicidal client through an uncertain time. It was then that he realized the impact of the work he does – it starts with the numbers, but is really about the person behind that. What matters to them as an individual must be the priority. We can give clients peace of mind when they know they are supported.

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