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Jose Vivero (CFP®, ChFC®, CLU, RICP®)

Jose Vivero focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Millennials
  • Retirement Plan Investment Advice
  • Tax Planning

NAPFA Start Date

July 24, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

350 Motor Parkway Suite 300 Hauppauge, NY 11788-3082 Phone: (631) 234-0871 Fax: (631) 584-3763
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Other Offices

1979 Marcus Avenue Suite 210 Lake Success, NY 11042 Phone: (631) 234-0871 Fax: 631-584-3763
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14 Penn Plz Fl 18 New York, NY 10122-0049 Phone: (631) 234-0871 Fax: 631-584-3763
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