Jose Vitela

Jose Vitela Email and Phone Number

Founder & CEO at Silicon Beach Wealth Management, Impact Investor, Diversity Champion @ Silicon Beach Wealth Management
Jose Vitela's Location
Marina del Rey, California, United States, United States
Jose Vitela's Contact Details
About Jose Vitela

Jose Vitela  CFP®, MBAFOUNDER AND CHIEF EXECUTIVE OFFICERJose is a Certified Financial Planner™. He holds a BA in Economics from UCLA and an Executive MBA from the University of San Francisco, where he was the recipient of the Dean's Excellence in Scholarship Award to recognize superior academic performance.With over 20 years in financial services, Jose is an experienced financial advisor, investor, and entrepreneur. His focus is the financial and professional success of his clients. Jose enjoyed stints at Smith Barney, Charles Schwab, and Ameriprise before serving as Executive Vice President/Director of Wealth Management at an independent wealth advisory firm and alternative investment manager.Today, Jose leads Silicon Beach Wealth Management. Jose’s interests in diversity, access, and inclusion guide his participation in impact investing and his service on nonprofit boards. He is a member of the P.S. Arts Board and participates on the governance and executive committees. He is past president of the UCLA Latino Alumni Association. Jose also serves on the advisory board of BlueReef Capital, a social-enterprise dedicated to improving access to quality investment management services for US Hispanic, African-American, and other historically disadvantaged communities. Jose and his wife Lisa, a college professor and art historian, reside in Santa Monica with their two children. In his spare time, Jose enjoys running, tennis, jazz music, visiting local museums, reading nonfiction, and cheering on his beloved UCLA Bruins and LA Dodgers.

Jose Vitela's Current Company Details
Silicon Beach Wealth Management

Silicon Beach Wealth Management

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Founder & CEO at Silicon Beach Wealth Management, Impact Investor, Diversity Champion
Jose Vitela Work Experience Details
  • Silicon Beach Wealth Management
    Founder & Ceo
    Silicon Beach Wealth Management Sep 2020 - Present
    Marina Del Rey, California, United States
    We are a minority-owned investment advisory firm focused on enhancing the financial success of our clients. Our company is defined by our integrity, passion, and devotion to our clients and partners. We are committed to inclusion: serving established or up-and-coming professionals and entrepreneurs. The service we provide extends beyond maximizing investment returns. We challenge our clients to live life with purpose, realize their full potential, and positively impact their families, communities, and environment.
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  • Core Financial Partners, Inc.
    Director Of Wealth Management
    Core Financial Partners, Inc. Oct 2010 - Sep 2020
    Venice, Ca
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  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. May 2002 - Oct 2010
    West Los Angeles, Ca
    View

Jose Vitela Skills

Financial Statement Analysis Financial Modeling Wealth Management Real Estate Financing Investment Management Investment Advisory Services Real Estate Investment Consulting Certified Financial Planner Financial Technology Business Development

Jose Vitela Education Details

Frequently Asked Questions about Jose Vitela

What company does Jose Vitela work for?

Jose Vitela works for Silicon Beach Wealth Management

What is Jose Vitela's role at the current company?

Jose Vitela's current role is Founder & CEO at Silicon Beach Wealth Management, Impact Investor, Diversity Champion.

What is Jose Vitela's email address?

Jose Vitela's email address is jo****@****mpf.com

What is Jose Vitela's direct phone number?

Jose Vitela's direct phone number is +131080*****

What schools did Jose Vitela attend?

Jose Vitela attended Ucla, University Of San Francisco School Of Management, Ucla Extension, Universidad Complutense De Madrid.

What are some of Jose Vitela's interests?

Jose Vitela has interest in Art, Sports, Music, Business, Travel.

What skills is Jose Vitela known for?

Jose Vitela has skills like Financial Statement Analysis, Financial Modeling, Wealth Management, Real Estate Financing, Investment Management, Investment Advisory Services, Real Estate Investment Consulting, Certified Financial Planner, Financial Technology, Business Development.

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