Jose E. Quiñones CFP®

Associate at Quinones Financial Group LLC
Registered Principal, Lincoln Financial Securities

Our Story

 

The role of a CERTIFIED FINANCIAL PLANNER™ Professional denotes the process of determining whether and how an individual can pursue life goals through the proper management of financial resources.  This definition is what attracted me in becoming a CFP® professional in 2010, since it's goal was process driven, not product driven. 

 

We work closely with CPA's, lawyers and insurance agents to make sure all major areas of tax, estate, investment and insurance planning are being maximized. 

 

In simple terms, we help business owners, employees, retirees or physicians understand their current financial condition, understand where they want to go, and finally create and monitor strategies to reach and maintain financial independence. 

 

Affiliations

 

Currently a member of the Financial Planning Association, the Society of Financial Professionals, the Investment and Wealth Institute and a CFP® participant. 

 

Education

  • Graduated from Penn State University in 2002
  • Currently hold the series 7,66,24 securities licenses and life & health insurance license.

Personal Facts!

 

Used to be a former professional athlete.  Married with three kids. We love volleyball, soccer, the beach and travel.  Our dog’s name is Ginger.


Investments and advisory services are offered through Lincoln Financial Securities Corporation, a broker-dealer, member SIPC. Quiñones Financial Group is not affiliated with Lincoln Financial Securities Corporation.