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About Jose

Jose Segura is a Wealth Management Advisor and Business Exit Planner at Wealth Advisory Group, LLC. Jose has been educating and working with medical professionals, corporate executives, and business owners in effective financial decision-making. He has a tremendous passion for helping people make informed decisions, so they can meet their objectives in the creation, maximization, protection, and enjoyment of their wealth.

Jose's concepts and explanations break down complex topics into an easy to understand format, so decisions can be made, and progress can be achieved.

Background

I went into this field right after college graduation in 2003. To me the world of finances was always something of much interest. I was born in Dominican Republic and was raised there until the age of 12 and by that time we had migrated to the US. My parents were not well educated, worked hard to provide for us and like many did not understand the financial world that they lived in. I knew early in my life that I wanted to make them proud, that I wanted to take care them financially, so they did not have to worry about their finances. 

The one thing I knew early in my education was the importance of understanding how the dollar and how the financial engines that many Americans depend on really worked. So, with that vision I embarked in what has been an amazing career that has given me and my family so much to be thankful. One of my most proud accomplishments has been the many friendships I've developed with my clients over the last 17 plus years and the many financial lives' I helped shaped. 

Education

I hold a Bachelors of Science Degree in Finance from The College of Saint Rose.  My passion for seing my clients reach their fiancial objective has always been a motivation to continue my education throughout my career. I have rigorous professional standards and achieved one of the highest designations/certifications in our industry the:

  • ChFC® (Chartered Financial Consultant)

What is a ChFc®?

Advanced financial planning for every person and every need: that is the credo of the Chartered Financial Consultant® (ChFC®) designation program. ChFC® covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, Invesments strategies, Estate and gift-tax planning stratetegies and more.  

These designation/certification shines light on the commitment to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Licenses


Outside of the office, Jose enjoys spending his free time with his wife Lora and daughters, Alyssa and Mazie. He is also an avid baseball player and Yankees fan. During some of his free time is spend managing and playing for his Saratoga Yankees man's baseball team where he has lead them to 2 championships over the last 3 years.


Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian