Jose Feliciano, CFP, CLU, ChFC

PRESIDENT & CEO

Investment Advisor Representative*

For Jose Feliciano maximizing people’s financial potential by clarifying their destination and then putting in place steps to help them get there is a passion. His common sense approach to beginning with the end in mind, gives clients a sense of being able to attain their ideal lifestyle. His attention to their dreams is every bit as detailed as his attention to their financial health.

Jose graduated from the American College of Financial Planning.He holds the Certified Financial Planner, Certified Financial Consultant and Certified Life Underwriter designations and is a member of the institute for Certified Financial Planners. As president of Feliciano Financial Group, Jose takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plansproviding them with greater financial independence.

Jose Feliciano brings his unique life and overwhelming passion for success to the platform every time he speaks. The eldest son of a Puerto Rican immigrant father and French Irish mother, both born deaf, he grew up quickly in New York City. Rising above poverty and adversity to become one of the country’s most respected financial planners, he continues to maintain a demanding schedule as CEO of the Texas-based Feliciano Financial Group, and respected corporate speaker most recently presenting to the 7,000 attendees at the 2011 MDRT National Convention in Atlanta, Georgia.

In addition, Jose is the author of a number of books, including the Amazon #1 bestseller The 2 Hour House, and his latest publication the subject of his keynote address Passion for Possibility.

When he’s not working, Jose enjoys spending time with his wife, Wanda, and their beautiful daughter, April.

*Jose Feliciano is an Investment Advisor Representative of and offers securities and investment advisory services through Lion Street Financial, LLC, Member FINRA, SIPC and Registered Investment Advisor.

 

  • Holistic Planning
  • Health Insurance
  • Retirement Planning
  • Life Insurance
  • Long Term Care Planning
  • Crisis Management
  • Tax Planning
  • Estate Planning
  • Wealth Planning
  • Business Planning
  • Benefits for Employees
  • Employee Advocacy
  • Estate Planning
  • Wealth Planning
  • Life Insurance
  • Estate Planning
  • Wealth Planning
  • Life Insurance
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