Jose E. Almanza

Jose E. Almanza is an accomplished financial professional with extensive experience in retirement planning and mortgage loan services. Currently serving as a Retirement Plan Advisor and Relationship Manager at Empower since January 2021, Jose's role involves enhancing financial outcomes for retirement plans. Additionally, as a Home Loan Specialist at iLoan since July 2015, Jose assists clients with mortgage needs. Jose has held leadership roles since 2009 as COO and Financial Strategist at Lakeshore Financial Network, guiding clients through the complexities of the U.S. Tax Code. Former positions include Client Engagement Manager at MassMutual, Senior Financial Consultant at Strategic Retirement Partners, Employee Benefits Specialist at Principal Financial Group, Personal Banker at JPMorgan Chase, and Loan Originator at Freedom Mortgage Team. Jose holds an MBA in Project Management from Keller Graduate School of Management and a BS in Business Operations from DeVry University.