portrait of Jose M Hernandez
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Jose

As a financial advisor in the Okanogan Valley, I believe establishing trust is key to building healthy and strong relationships. By listening and getting to know you, I can better understand your financial goals which is an important part of what I do in order to gain your confidence.

It's my desire to make sure you feel understood, informed, secured and in control with every aspect of your financial well-being; whether it’s preparing for retirement, living in retirement, paying for education or estate considerations.

I have a passion for helping in any way I can, whether it's with my clients,...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesDecember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Washington State UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Soccer
  • Volunteering
  • Hiking

Team Members

  • Kamaile Gilman
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 07:00AM - 03:00AM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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