501 W Broadway, Suite 800
San Diego, CA 92101
Training: EVOKE® Life Planning Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Veterans who are Federal employees.
About My Practice
At Create Your Path, we believe in providing real financial planning services, not product sales. That’s why we are a fee-only firm, which means we do not receive commissions and are only paid by the client. We are also fiduciaries and always put the client’s best interest first. Our entire service model is built to provide financial planning exclusively for veterans who are Federal employees, a specialization that allows us to meet the unique needs of our clients. Because we are veteran-owned and operated, we know what it’s like to be in their shoes—we know what it’s like to have goals but no concrete plan for how to achieve them. We help clients who partner with us to define those goals and develop a comprehensive financial plan to achieve them.
About Jose Armenta
Before starting a career in financial services, I served in the Marine Corps as a bomb dog handler. During my service, I was injured by an IED in Afghanistan, and subsequently medically retired in 2013 (along with my bomb dog Zenit). After leaving the military, I continued to work for the Federal Government; but soon realized that I could better support my fellow veterans by helping them achieve their life/financial goals. So I returned to school and earned my bachelor’s degree in finance and accounting from Columbia College and a master’s degree in financial and tax planning from San Diego State University. I am also a Chartered Financial Consultant and an Enrolled Agent. My passion for helping veterans goes beyond the office, and I am a member of the Financial Planning Association and the Purple Heart Association.
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