Jose's Wealth Advice
True wealth is built by mastering risk, patience, and timing—don’t chase money, make it chase you.
Jose's Best Life
To be able to live travelling and financially free enough to not worry about the numbers. To live countless moments with my friends and family and set them up for life.
About Jose
Jose, originally from Venezuela, moved to Chile at 16 years old to continue his education and later relocated to the USA to complete his higher studies and build a future. With a strong foundation in finance, influenced by parents who both hold accounting degrees, he has obtained experience in administrative tasks, quantitative analysis, and problem-solving. He also brings valuable international experience from data entry internships in both Chile and Venezuela. He joined Elevate in 2024 as our Client Support Adviser.
Jose is the oldest of four siblings. Outside of work, Jose is passionate about sports and travel, reflecting his diverse interests and global perspective. He enjoys playing pickleball, shooting, and outdoor activities. He attends Prince Avenue Baptist Church.
