Jose  Vicente,  CFP<sup>&reg;</sup> - Financial Advisor

Jose Vicente, CFP®

Financial Advisor

Coast to Coast Wealth Management

2111 Palomar Airport Road, Suite 340
Carlsbad, CA 92011
FINANCIAL ADVISOR'S WEBSITE
(760) 929-0776 CONNECT WITH Jose
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General

Jose Vicente is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coast to Coast Wealth Management in Carlsbad, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Retirement, Starting a Family

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