P: 305.640.5370
F: 305.357.1896
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Jose E Cruz has been registered with FINRA since 2005 where he started as a trader for Fidelity Investments. Jose is originally from Boston, MA and studied at the University of Massachusetts at Amherst. In 2009, Jose relocated to Florida with Fidelity and transitioned over to the retail side of the business where he would begin meeting clients face to face. Relationship building is a natural talent that would become the foundation of his independent practice in years to come.
After incredible success and becoming Fidelity’s top financial advisor in Florida in 2009, Jose decided to leave Fidelity and begin his own practice with the focus on the customer experience. After joining FCG Wealth Management,
Jose has worked closely with Miami Dade County employees such as teachers, firefighters, and law enforcement. Specializing in FRS pension and benefits. Jose was able to expand his business nationally specializing in the 401k sector helping employees professionally manage their accounts and transitioning to retirement.
Jose is married, and has two children, Micah and Myles. During his free time, he enjoys golf, motor sports, craft beer and cooking. He looks forward to continuing to grow his practice while keeping a family feel to his relationships
Check the background of Jose Cruz at Broker Check