Jose Segura is a Wealth Management Advisor at Wealth Advisory Group, LLC and a Financial Advisor with Park Avenue Securities, LLC. Since 2003, Jose has been educating and working with medical professionals, corporate executives, and business owners to assist in making effective financial decisions. He has a tremendous passion for helping people make informed decisions, so they can meet their objectives in the accumulation, protection, and enjoyment of their wealth.
Jose is a Chartered Financial Consultant® and a Certified Business Exit Planner® He holds securities licenses 6,7,63 and 66, as well as life, accident and health insurance. He received a Bachelor of Science in Business Administration and a minor in finance from the College of Saint Rose.