Jose Armenta (CRD# 7032493) is an Investment Advisor Representative working at Create Your Path LLC in Chula Vista, CA and has over 5 years of experience in the finance industry. Jose Armenta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Create Your Path LLC | Chula Vista, CA | Aug 2020 - Current | 3 |
| Travelling | Chula Vista, CA | Feb 2020 - Aug 2020 | < 1 |
| Andrew Mccuen Cpa & Associates | San Diego, CA | Feb 2020 - Feb 2020 | < 1 |
| Home Start | San Diego, CA | Jan 2020 - Feb 2020 | < 1 |
| Capital Financial Consultants Group | Poway, CA | Oct 2018 - Dec 2019 | 1 |
| San Diego State University | San Diego, CA | Aug 2017 - May 2019 | 1 |
| Columbia College | San Diego, CA | Aug 2013 - May 2017 | 3 |
| Home Start | San Diego, CA | Jan 2015 - Mar 2017 | 2 |
| Navy Marine Corps Relief Society | San Diego, CA | Aug 2014 - Jan 2015 | < 1 |
| Homeland Security Solutions Inc. | San Diego, CA | Mar 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$32,224
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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