Jose O. Segura ChFC®, CeXP™, AEP ®

Jose Segura is a Wealth Management Advisor at Wealth Advisory Group, LLC. Jose has been educating and working with medical professionals, corporate executives, business owners and families 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.

I reside in Saratoga Springs, NY with my wife and two daughters. I am a baseball fanatic!

Certified Exit Planner™

The CExP™ designation reflects specialized knowledge in helping business owners prepare for successful business transitions. This includes planning for internal succession, third-party sales, or long-term ownership strategies while addressing the financial, legal, and organizational considerations involved. The designation emphasizes thoughtful preparation to help business owners maximize the value of their company and transition on their own terms.

Accredited Estate Planner®: The AEP® designation is a mark of excellence in the field, recognizing advanced knowledge, experience, and ethical standards in estate planning. It is awarded only to professionals who meet rigorous requirements, including extensive educational coursework, significant practical experience, and a commitment to upholding the highest standards of client service.

Chartered Financial Consultant^®: The ChFC® designation represents advanced, comprehensive training in all areas of financial planning, including investments, insurance, tax strategy, retirement planning, and wealth accumulation. This credential underscores the ability to evaluate complex financial situations, identify strategic opportunities, and design well-rounded plans that support long-term clarity, protection, and growth for clients and business owners.