José L Chavez Financial Advisor at The Rosselot Financial Group

Best Financial Advice Received: Pay yourself first. 

José joined Rosselot Financial in 2016. He has over 16 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.

Jose earned his bachelor's 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 hiking, bike riding and volunteering.


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

513-233-4312 / fax 513-624-3124