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José A. Tagle III

Wealth Advisor

Jose has been in the financial services industry since 2006. Throughout his career, he has helped his clients pursue their goals by crafting customized financial plans and by employing a disciplined approach to investing. When constructing client portfolios, he believes in utilizing a wide variety of investment vehicles and avoiding proprietary products. Jose has extensive experience in creating tailored strategies for clients who are looking to generate income and help preserve their investment portfolios.  

Jose is a native Floridian and is a graduate of the University of Central Florida where he received a degree in Liberal Studies.  On his time off he enjoys spending time with his family and friends and is a passionate Sports fan.  Jose is active in his community and enjoys working with several different charitable organizations and currently serves on the Board of Backpacks from the Heart.