Advisor profile


My approach

Jose Quintanilla - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Jose Quintanilla - My approach photo

Areas of focus

  • Small Business
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Cash Flow Management Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

  • In our free time, my wife and I love exploring Southern California and traveling whenever we can. We're both LA Area natives, but there's always a new restaurant, art show, or event to discover.
  • We've lived in Long Beach since 2015 with our dog Hunter S. Chompson, and love visiting all the different neighborhoods and finding fun things to do.
  • I enjoy attending live football games, and have been to games at 11 different stadiums so far.

Community participation

Member LAX Coastal Chamber of Commerce

  • Board Member 2017-2019
  • Participate in Young Professionals Planning Committee
  • Recipient of Hugo Francis Volunteer of the Year award: 2017

Member of BNI ® - The World's Leading Business Networking and Referral Organization