Jose Soto

Jose Soto is an experienced professional with expertise in finance and healthcare consulting. Currently serving as a Consultant for Weatherby Healthcare in the Urology, Otolaryngology, Plastic & Reconstructive Surgery, and OMFS Division, Jose also works as a Field Training Agent for US Health Advisors. As the Owner of Soto Insurance Financial since January 2012, Jose has developed a robust presence in the insurance sector. Previous roles include Vice President - Wealth Advisor at BCI Securities Inc and Vice President - Wealth Management at Citi. Jose began the career with a focus on finance, working as an Associate Financial Advisor at Ameriprise Financial Services, and previously held ownership at State Farm Insurance. Jose's educational background includes a Master Certificate in Financial Planning from the University of Miami and a Bachelor’s degree in Finance from Florida International University.