José Antonio Colberg Iturregui
Carolina
Summary
José Antonio Colberg is a Investment Advisor with 5 years of experience in the financial industry. Throughout his career, he has worked with a diverse range of clients, including high-net-worth individuals, families, and corporations. His areas of expertise include investment portfolio management, retirement planning, risk assessment, and wealth preservation.
José is known for his personalized approach to financial planning, where he takes the time to understand each client's unique goals, risk tolerance, and financial situation. By leveraging his in-depth knowledge of financial markets and investment products, he creates customized investment strategies tailored to help clients achieve their long-term financial objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
First Southern, LLC
Guaynabo
06.2020 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
Financial Consultant
Herbert J. Sims
Guaynabo
10.2018 - 06.2020
- Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.
- Implementing and monitoring recommended financial strategies, adjusting plan as needed, to ensure the client is on track to meet their financial goals.
Education
Bachelor of Science - International Business
Saint Louis University
Saint Louis, MO12-2016
Skills
- Stock market expertise
- Managing wealth
- Client Relations
- Financial Planning
- Portfolio construction
- Analytical Skills
- Communication Skills
- Interpersonal Skills
- Detail-Oriented
- Problem-Solving
- Time Management
- Ethical Judgment and Integrity
Languages
Spanish
First Language
English
Proficient (C2)
C2
References
References available upon request.
Certification
Series 66- Uniform Combined State Law Examination
SIE- Securities Industry Essentials Examination
Series 7- General Securities Representative Examination
Timeline
Financial Advisor
First Southern, LLC
06.2020 - Current
Financial Consultant
Herbert J. Sims
10.2018 - 06.2020
Bachelor of Science - International Business
Saint Louis University
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