Meet Jose
Jose Antonio Cadena, CFP®, DPT is passionate about empowering individuals to take control of their finances. He brings a holistic, evidence-based approach, drawing from his experience as a healthcare provider. He emphasizes behavioral finance, recognizing that our choices shape our future.
He primarily partners with healthcare professionals and small business owners. Having graduated with $150,000 in loan debt, which he paid off in 3.5 years, he understands individuals in different walks of life. His journey was driven by his wife and kids, who helped him find clarity and purpose in both his personal and professional life.
Being a CERTIFIED FINANCIAL PLANNER™, Jose focuses on individualized holistic financial planning which includes behavior finance, investment strategies, estate, tax & retirement planning.
Financial Planner
What Makes The Difference
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Fee-Only: He is paid only by you, with no hidden fees or commissions.
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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.
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Independent: Not affiliated with any insurance company, annuity product, bank, or brokerage.
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Convenient: Offers virtual meetings and a digital onboarding process.
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Relatable: As a healthcare provider, he understands your unique challenges.
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Local Business: Committed to serving the community.
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.
Cell: 956-948-3562
Office: 956-630-7231