Jose Luis Perez Del Toro joined the family business Successful Money Management in 1990 after finishing his active service as a member of the US Navy. Alongside his uncle “Don Luis” and his cousins, he spent the next 20 years giving seminars all over the northern area of Puerto Rico.
In the year 2009 he joined Corujo Advisory Group continuing his trajectory of giving financial services and education to individuals and businesses in Puerto Rico.
Jose Luis has successfully completed the following qualifications:
- Series 7 registration with FINRA
- Life, Variables, Disability and Property & Casualty licenses
- Certified Annuity Specialist®
His passion is to educate the basics of financial services based on the economic model to provide individualized recommendations in route toward success according to the goals and needs for the client. Its focus is to support his customers and be by their side in their financial life and decision-making process.
Jose Luis has earned a long-term reputation for his commitment, enthusiasm and perseverance with the industry and customers.
The experience that Jose Luis has obtained through out his professional career has led him to offer seminars to different associations and entities such as:
- Chamber of Commerce
- United Center of Retailers
- University of Puerto Rico, and Interamerican University,
- Sila María Calderón Foundation
His goal is to help the pre-retired and retired individuals with their financial health to become independent, so they can enjoy the retirement phase with their family and friends.
In his personal life, Jose Luis lives in Dorado with his wife, Lourdes. He’s enjoying a new stage in his life which is being a grandpa. On his free time, he enjoys exploring my beautiful island with wine and cigars.
*Jose Perez del Toro is only licensed and qualified to act in a broker-dealer capacity regarding the advice and recommendations he may provide. He is not licensed as an investment advisor representative.