Hi! 👋
I’m Jose!
Jose Pequeno, CPFC
Financial Coach
(530) 341-3158
jpequeno@finpathwellness.com
Connect with JoseJose Pequeno is a bilingual 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.
Q&A with Jose
What’s been your favorite part of financial coaching with FinPath?
Supporting others on their financial journey is what I enjoy most. I find a real purpose in making complex topics easier to grasp, whether it is creating a spending plan or discussing saving for the future. The most rewarding part is seeing people reach their goals.
What’s been your favorite part of financial coaching with FinPath?
Supporting others on their financial journey is what I enjoy most. I find a real purpose in making complex topics easier to grasp, whether it is creating a spending plan or discussing saving for the future. The most rewarding part is seeing people reach their goals.
What’s your mantra when it comes to finances? Is there a quote you live by and why?
I really like the song “Be Thankful For What You’ve Got” by William DeVaughn, it resonates with me as a reminder to live within your means and appreciate what you already have.
“Keeping up with Mr. Jones, you don’t need the loan” is my favorite line in the song and a good quote to live by.
What’s your mantra when it comes to finances? Is there a quote you live by and why?
I really like the song “Be Thankful For What You’ve Got” by William DeVaughn, it resonates with me as a reminder to live within your means and appreciate what you already have.
“Keeping up with Mr. Jones, you don’t need the loan” is my favorite line in the song and a good quote to live by.
What adjective best describe you when it comes to finances?
Healthy, Secure, Robust
What adjective best describe you when it comes to finances?
Healthy, Secure, Robust
Besides financial coaching, what are your other passions?
I love music and going to small local concerts! And I love staying active – running, hiking, and pickleball.
Besides financial coaching, what are your other passions?
I love music and going to small local concerts! And I love staying active – running, hiking, and pickleball.
Schedule a Meeting
Please schedule a Financial Coaching session with me to get started!