Jose Campos AIF®, EA, CFP®, CIMA

Managing Partner

Jose is a CERTIFIED FINANCIAL PLANNER™ professional which he received after completing the U.C. Berkeley Financial planning program. The CFP® certification is the most highly regarded designation within the financial planning industry.

Jose has his Enrolled Agent license. Enrolled Agent status is the highest credential awarded by the IRS. The EA credential is recognized as a tax expert across all 50 U.S. states.

In addition, Jose is an Accredited Investment Fiduciary® designee. The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Jose also holds the Certified Investment Management Analyst® (CIMA®) certification, which is the peak international, technical portfolio construction program for wealth management professionals. The CIMA® certification continues to be the highest level of advanced investment education for advisors.