Thank you for a great day and financial program. You and Leah did a wonderful job. Diana and I are very pleased with the handling of our funds. If anyone is looking into investmenting, I recommend Mission Wealth. They are very professional and dedicated to your growth in the market.
Jose Monreal RICP®, CFP®
Based in Dallas, Jose helps retirees and families create retirement income plans, address tax questions, and build a coordinated financial strategy
Ways to Connect
Languages Spoken
- English
- Spanish
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?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’s Frequently Asked Questions
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.
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.
Request an introduction to Jose Monreal.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jose Monreal and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor