Jose Pequeno, CPFC
Financial Coach
530-341-3158 | Email: jpequeno@finpathwellness.com
Background
Jose Pequeno is a Financial Coach for FinPath. Driven by a passion for empowering individuals to find stability and growth in their finances, Jose works closely with clients to develop personalized strategies that address short-term and long-term goals. By providing the tools and education needed to make informed financial decisions, Jose helps people take control of their finances. Jose also provides financial assistance for Spanish speakers seeking guidance. Jose received his Bachelor of Arts in Economics from Sacramento State University and holds his Financial Paraplanner Qualified Professional designation.
Areas of Focus
- Tackling your debt
- Understanding your credit
- Creating a budget that sticks
- Facing your student loans
- Creating a plan for saving
- Working toward a debt-free life
How It Works
- Schedule a meeting at your convenience
- Meet via desktop or mobile device
- Speak one-on-one in a confidential session
Schedule a meeting with Jose
Hello, my name is Jose Pequeno and I’m here to help answer your financial questions. No matter what stage of life you are in, my goal is to help relieve your financial stress so you can spend more time taking care of what’s important to you.
Please schedule a Financial Coaching session with me to get started!