Jose Monreal Senior Wealth Advisor (2)

Jose Monreal

In by Mission Wealth

Jose Monreal Senior Wealth Advisor (1)

Jose Monreal

RICP®, CFP®

Senior Wealth Advisor

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"One of the most rewarding parts of my role is guiding my clients towards achieving their dreams and aspirations. I find it fulfilling to help clients navigate complex financial decisions and ensure they move forward with confidence. Seeing the positive impact my work has on their lives and watching their financial security grow over time is truly gratifying."

Jose Monreal is a Senior Wealth Advisor at Mission Wealth, offering his services to individuals and businesses in Austin, Dallas, and Houston, Texas; Tulsa, Oklahoma; and surrounding areas. With his specialization in creating customized financial plans and managing investment portfolios, Jose helps his clients to achieve their unique financial goals. His focus on building strong relationships with clients allows him to make a positive impact on their lives, something he takes great pride in.

"One of the most rewarding parts of my role is guiding my clients towards achieving their dreams and aspirations. I find it fulfilling to help clients navigate complex financial decisions and ensure they move forward with confidence. Seeing the positive impact my work has on their lives and watching their financial security grow over time is truly gratifying."

Jose Monreal is a Senior Wealth Advisor at Mission Wealth, offering his services to individuals and businesses in Austin, Dallas, and Houston, Texas; Tulsa, Oklahoma; and surrounding areas. With his specialization in creating customized financial plans and managing investment portfolios, Jose helps his clients to achieve their unique financial goals. His focus on building strong relationships with clients allows him to make a positive impact on their lives, something he takes great pride in.

Learn About Jose Monreal

Professional Background

Before joining the Mission Wealth team, Jose Monreal spent three years working for Prudential Financial, where he gained expertise in retirement income planning, life insurance, and annuities. One of the most impactful experiences during his time there was guiding a client through a deeply personal, difficult, and uncertain period. This experience taught him that the work he does goes beyond just the numbers and finances; it's ultimately about the people behind them. As a Senior Wealth Advisor, Jose believes in making his clients' personal goals and values the top priority in any financial plan. He finds great satisfaction in helping his clients feel supported and at ease with their financial decisions, knowing that they have a trusted advisor by their side.

Jose has a Bachelor of Finance from the University of California, Riverside, and holds designations as a Retirement Income Certified Professional® and a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Jose resides in the vibrant city of Dallas, Texas, where he passionately pursues an active lifestyle, explores new travel destinations, and cherishes quality moments spent with his family. When he's not staying active, he likes deep dive into a good self-development or finance book, always working towards his next professional designation. Learn more about Jose in this 2020 Spotlight Interview.

Community Impact

Jose has a strong commitment to making a positive impact on his community and is passionate about giving back. In his previous home of Southern California, he frequently volunteered his time with the Southern California Library Literacy Network. Since moving to Texas, he continues to devote his time and financial expertise to organizations such as the Boys and Girls Club of America and Community First! Village. Jose believes that volunteering is not only a way to make a difference but also an opportunity to connect with the community and learn from others.

Ryan Niedbalski Volunteer at Community First! Village

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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