The Chartered Financial Consultant® (ChFC®) designation reflects advanced training in comprehensive financial planning, including retirement planning, tax strategies, investment management, insurance planning, and estate planning.
Meet Your Financial Guide
Many successful professionals and business owners work incredibly hard but still feel their financial life is scattered across investments, insurance, tax strategies, and different advisors.
Jose Segura helps bring those moving pieces together into a coordinated strategy designed to grow, protect, and preserve wealth.
Jose Segura is a Wealth Management Advisor at Wealth Advisory Group, LLC, where he works with business owners, medical professionals, corporate executives, and families who want to take a more strategic approach to building and managing wealth.
For more than two decades, Jose has helped clients simplify complex financial decisions and coordinate the many moving parts of their financial lives.
Jose’s Story
Jose began his career in financial services in 2003, driven by a deep curiosity about how money works and how individuals and families can use financial systems to create long-term opportunity.
Born in the Dominican Republic, Jose immigrated to the United States at the age of twelve. Like many hardworking immigrant families, his parents worked tirelessly to provide opportunities for their children, but they did not have access to the financial education or guidance needed to fully navigate the financial system.
Watching his parents work so hard while lacking access to the right financial knowledge had a profound impact on Jose. It sparked a lifelong desire to understand how wealth is built, protected, and passed on—and more importantly, how to help others make more confident and informed financial decisions.
That early experience continues to shape Jose’s approach today. He believes that financial advice should go far beyond products or transactions. Instead, it should help families and business owners gain clarity, build lasting wealth, and create opportunities for future generations.
Over the course of his career, Jose has built long-term relationships with the families he serves. Many clients have worked with him for more than a decade, and he considers those relationships one of the most rewarding parts of his professional journey.