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Jose Quintanilla, Financial Advisor serving the Long Beach, CA area - Ameriprise Advisors

Jose Quintanilla

CEPA®, CRPC, APMA

Financial Advisor

Business Financial Advisor
Kaizen Wealth Management Group
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 11 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Cash Flow Management Strategies

Qualifications

  • CEPA® Certified Exit Planning Advisor®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Community participation

Member LAX Coastal Chamber of Commerce

  • Board Member 2017-2019
  • Participate in Young Professionals Planning Committee
  • Recipient of Hugo Francis Volunteer of the Year award: 2017

Member of BNI ® - The World's Leading Business Networking and Referral Organization

Interests

  • In our free time, my wife and I love exploring Southern California and traveling whenever we can. We're both LA Area natives, but there's always a new restaurant, art show, or event to discover.
  • We've lived in Long Beach since 2015 with our dog Hunter S. Chompson, and love visiting all the different neighborhoods and finding fun things to do.
  • I enjoy attending live football games, and have been to games at 11 different stadiums so far.