Broker Check
Jose  Soto Rivera

Jose Soto Rivera

Financial Specialist

José D. Soto Rivera is a dedicated and conservative investment advisor representative of Lincoln Financial Securities who focuses on helping his clients attain their retirement and financial goals. He has passed his Series 66, Series 7 and SIE FINRA examinations; is a registered Life and Property & Casualty insurance broker; and a registered representative for Lincoln Financial Services. He is committed to providing holistic financial advice to his clients and supporting them on their path to financial wellbeing.

Jose has served as a consultant for Accenture Federal Services, the Puerto Rico Information & Technology Services, the Puerto Rican Government (2016-2019) and the Jordanian Minister of Entrepreneurship around topics of economic development, technology, and energy.

Jose is also an active community member and avid adventurer. He is the Executive Director and Founder of ACOMERPR, a grassroots nonprofit organization that works on structuring public policy, strategic programming, and infrastructure to bolster Puerto Rico’s food security. Throughout these last two years of operation ACOMERPR has: distributed over $3MM worth of food, 1,500 vaccines to rural communities and 1.1MM units of PPEs to communities in need.

He also supports burgeoning non-profit organizations to register for their 501(c) 3 status pro-bono and is an active volunteer in various service organizations throughout the archipelago.

In his free time, he likes to climb, hike, dance, fire-spin, play piano, play soccer and the general outdoors. He has also served as a rock-climbing assistant coach pro-bono for the last 6 years, so that more people can get involved with the sport. He is pursuing a master's degree in Electrical Engineering and Computer Science from the University of Colorado – Boulder as well as a Chartered Financial Analyst and a Certified Financial Planner designations.