top of page

Meet Jose
 

Financial Planner

Hi, I’m Jose Antonio Cadena CFP®, and I’m glad you’re here.
I believe every financial journey is unique. Your story deserves the time, attention, and care it takes to help you move forward with confidence, whether you’re planning for the near future or looking decades ahead. 

 

I primarily work with professionals and small business owners who want clarity on their next steps. My approach is simple: I take the time to truly understand your personal and financial circumstances, then walk alongside you as we build a plan that supports both your goals and your peace of mind.
Getting started is easy.

 

We begin with a phone call to learn more about your situation and see if we’re the right fit. If it makes sense to move forward, we’ll schedule a complimentary initial meeting where we can dive deeper and set the foundation for your personalized plan.
We don’t require a minimum amount of investable assets, and all of our services are provided on a fee-only basis.

More about Me

Hello, my name is Jose Antonio Cadena, CFP® I hold a Bachelors of Science in Biology from The University of Texas - San Antonio and hold a Doctorate of Physical Therapy from Texas State University. I completed the education portion of the CFP designation from The University of Texas - San Antonio College of Business Online CFP® Program.

​

I’m originally from Roma, TX. After graduate school, I quickly realized the importance of personal finance especially as I worked to pay off significant debt. Pursuing the CFP® certification wasn’t just a career choice, but a responsibility I felt I owed to the clients who placed their trust in me.

I enjoy the problem-solving process and finding opportunities to improve each client’s financial life. Every meeting with a client or prospect starts with a genuine interest in understanding their story and helping with their unique needs.

 


What I often do when I'm not working: Running, Hiking, Reading, and Visiting National Parks

What Makes The Difference

  • ​Fee-Only: He is paid only by you, with no hidden fees or commissions.

  • Fiduciary: That means that he holds himself to the standard of acting in your best interests.  He works solely for you, not for mutual fund companies. 

  • Independent: Not affiliated with any insurance company, annuity product, bank, or brokerage.

  • Convenient: Offers virtual meetings and a digital onboarding process.

  • Relatable: As a healthcare provider, he understands your unique challenges.

  • Local Business: Committed to serving the community.

Let's Get Started

Fee-Only Financial Planning 

​

Providing financial peace by identifying areas of opportunities in your current financial plan.

​

Financial Planning designed to fit your personal goals.

​

Email: jcadena@endurancefin.com

Office: 956-630-7231

Schedule a 15 minute phone call 

© 2020 by Endurance Financial Planning.LLC.

Endurance Financial Planning, LLC (“EFP”) is a registered investment adviser offering advisory services in the State(s) of Texas and Louisiana and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and our firm as to another parties’ informational accuracy or completeness makes no representations.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. 

bottom of page