Jose Vivero
Financial AdvisorCFP®, ChFC®, CLU®, RICP®
A dedicated financial professional with over a decade of experience, committed to helping clients achieve their financial goals. Originally from Quito, Ecuador, Jose is a first-generation immigrant who came to the United States to pursue his education and career.
Background
After a year of studying abroad in Paris in 2012, Jose earned his Bachelor’s degree in Finance from Western Connecticut State University, marking the beginning of his journey in financial services.
Since then, he’s had the privilege of working closely with clients, guiding them through various financial landscapes. He believes in continuous learning and has invested in expanding his expertise to better serve their diverse needs.
Commitment to Excellence
In 2022, Jose earned his CERTIFIED FINANCIAL PLANNER® (CFP®) certification, a testament to his commitment to upholding the highest standards in financial planning. He also holds multiple designations from the American College of Financial Services, reflecting the depth and breadth of his financial expertise.
Personal
When not in the office, Jose can be found enjoying a round of golf, catching a tennis match, or cheering on his favorite soccer team. He also loves exploring new destinations and trying out new restaurants. He lives in Norwalk, CT, with his wife, Paula.
Designations
Education
- Bachelor’s in Finance — Western Connecticut State University
- Study Abroad — Paris, 2012
Location
Norwalk, CT
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