Broker Check
Jose Luis Perez Del Toro

Jose Luis Perez Del Toro

Financial Specialist

Jose Luis Perez Del Toro was dazzled in 1990, after his participation as an active member of the US Navy culminated, what he wanted to do for the rest of his life. This, after listening to two very important people in his life. His paternal grandmother explained him how prepared she was for her retirement and in the event of her death. For her it was very important since she did not want to be an economic burden for any of her children. On the other hand , his sponsor, spoke to him about how he prepared people to achieve financial success. Since then Jose Luis has completed the Series 7 registration with FINRA and Life, Disability and P&C Licenses.

His passion is to educate the basics of financial planning based on the economic model to design an individualized plan in route to success according to the goals and needs of the client. Its focus is to support his costumers and be by their side in their financial life and decisions making process. This can only be achieved with an excellent working group, committed and dedicated.

Jose Luis has earned a long - term reputation for his commitment, enthusiasm and perseverance with the industry and customers. This is also due to his career of having offered financial planning seminars for more than 15 years through entities such as Chamber of Commerce, United Center of Retailers, University of Puerto Rico, and interamerican University, presentations on Channel 4, reports in main newspapers of the country, the employees of the pharmaceutical industries, and Sila María Calderón Fundation, this being the most recent.

MY GOAL IS TO HELP THE PRE-RETIRED & RETIRED INDIVIDUALS WITH THEIR FINANCIAL HEALTH TO BECOME INDEPENDENT, SO THEY CAN ENJOY THE RETIREMENT FACE WITH THEIR FAMILY AND FRIENDS.