Jose Cadena (CFP®)
Jose Cadena focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Financial Psychology/Coaching
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
- AUM
- Business Owners
- Financial Psychology/Coaching
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Hi, I’m Jose Antonio Cadena, and I’m glad you’re here.
I believe every financial journey is unique. Your story deserves the time, attention, and care it takes to help you move forward with confidence—whether you’re planning for the near future or looking decades ahead. I primarily work with professionals and small business owners who want clarity on their next steps. My approach is simple: I take the time to truly understand your personal and financial circumstances, then walk alongside you as we build a plan that supports both your goals and your peace of mind.
Getting started is easy. We begin with a phone call to learn more about your situation and see if we’re the right fit. If it makes sense to move forward, we’ll schedule a complimentary initial meeting where we can dive deeper and set the foundation for your personalized plan.We don’t require a minimum amount of investable assets, and all of our services are provided on a fee-only basis.
Additional Information
Jose Antonio Cadena, CFP® holds a Bachelors of Science in Biology from The University of Texas - San Antonio and holds a Doctorate of Physical Therapy from Texas State University. He completed the education portion of the CFP designation from The University of Texas - San Antonio College of Business Online CFP® Program.
What Jose does when not working: Running, Hiking, Reading, Visiting National Parks.
NAPFA Start Date
April 28, 2025
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