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; it promotes consulting and process, not products. 

 

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 for our clients.  

 

In simple terms, we help clients 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 - 2002
  • Currently hold securities licenses 7,66,24
  • Currenlty hold life, health and disability insurance licenses

Personal Facts!

 

Used to be a former professional athlete! Married with three kids. We love volleyball, soccer, going to 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. 

 

 

Phone 787 763 9936
Fax 787 250 1413