Jose Cadena (CFP®)

Planning Specialties

Jose is passionate about helping individuals take control of their finances so they can live with more confidence and less stress. With a background as a healthcare provider, he brings a holistic, people-first approach to financial planning. Jose emphasizes behavioral finance—recognizing that our decisions, not just our dollars, shape our future.

He guides clients through the complexities of taxes, retirement, estate planning, and investments, helping them understand how each decision fits into their bigger picture.

What to Expect When Working With Us

Getting started is simple and pressure-free:

Step 1: A 15-minute phone call

We’ll talk about what led you to seek a planner, answer your questions about our firm, and explain how our process works. The goal is to determine if we’re a good mutual fit—so you don’t waste your time.

Step 2: Your first meeting 1 hour (virtual or in-office)

If we decide to move forward, we’ll schedule a 1-on-1 meeting to dive deeper into your goals and challenges, and explore how we can help.