It’s not uncommon to hear businesses call their staff a “team.” But at Capital Wealth Planning, we say it because we mean it. For example, when Jose Cruz joined CWP in 2022 as our Operations and Client Services Associate, he wore many hats and helped any way he could.

That team-first mentality is woven into Jose’s day-to-day activities, which have included working with our Operations and Client Services Manager, managing client alerts, answering client questions or requests, and assisting with marketing initiatives to increase CWP’s brand recognition with advisors and clients.

Jose was promoted later in 2022 to Product Specialist for the West Region, and in 2023 to Regional Consultant for the West Region, providing advisor education on CWP proprietary investment products and services for institutional investment platforms. He proactively creates a valued advisor experience focused on building relationships.

“Jose is exceptionally organized, which helps the entire office work more cohesively,” said Kevin Simpson, CWP founder. “When we’re more efficient, our clients benefit, and Jose is part of the team that makes that possible.”

A graduate of Florida Gulf Coast University with a bachelor’s degree in finance (and proudly the first of his family to graduate from a university), Jose has nearly a decade of experience in customer relations, including time with Suncoast Credit Union, where he opened and processed account requests.

When Jose’s not using his skills to make CWP more successful, you’ll probably find him at the gym, playing pick-up basketball … and probably helping to make that team even better, too.