José Chavez

Financial Advisor

Jose@PlanWithRFG.com
Phone: 513-233-4312
Fax: 513-624-3124
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My Compliance Disclosures

Cannot resist:

Oatmeal raisin cookies

Greatest fear: 

Heights

Best Financial Advice received: 

Pay yourself first

 

What Motivates You:

Talking with people. 
 

Favorite City: 

San Francisco. 
 

What TV Show Are You Ashamed To Admit You Love? 

Schitt’s Creek

José joined Rosselot Financial in 2016 from PNC Wealth Management. He has over 15 years of professional experience in relationship, financial management and client service. He began his financial services career with Fidelity Investments, providing solutions for investment portfolio construction, strategies for retirement planning and developing solutions for generating income while in retirement. Transitioning to PNC Wealth Management, he provided customized advice and solutions for high net worth individuals and families. There he focused on a holistic approach to obtaining their short and long term goals in the areas of investment management, financial planning, trust, estate administration and banking.

José earned his bachelors degree in communications from Xavier University. His professional securities registrations include the FINRA 6, 7, 63, 66. He is currently progressing towards his CFP designation.

During his spare time he focuses on family activities which include tennis, volleyball, hiking, bike riding and volunteering for Cincinnati Works.

Check the background of this investment professional on FINRA’s BrokerCheck.

OUR ACCOLADES

Best Places To Work 2024
Rosselot Financial BBB A+
AIF
2024 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2024, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.