Jose Hernandez, Financial Advisor located in Okanogan, WA

Financial Advisor
Jose M Hernandez

CFP®, CEPA®, AAMS®
214 Pine St, Okanogan, WA 98840opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Soccer
  • Volunteering
  • Hiking

Team Members

  • Kamaile Gilman
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 07:00AM - 03:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 422-9771

Fax

(855) 394-6413

Office Address

214 Pine St
Okanogan, WA 98840opens in a new window

Mailing address

P O Box 41
Okanogan, WA 98840

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