Jose Velazquez-Ramos

With decades of experience in Financial Planning, Wealth Management, and Tax Planning, Jose has concentrated on sheltering people, their families, and their businesses from current and potential lifetime financial risks.  His purpose is to provide holistic and balanced time-structured financial solutions that preserve and enhance standards of living and business’s legacy.  Along with financial and tax planning for clients, Jose’s experience as a college professor at Cambridge College for Corporate Accounting, Finance, and Auditing has led him to pursue with others commonly held social aims, such as the environment protection and sustainable development of communities.  

Jose, although born in Venezuela, his family is from Spain, and a dual citizen of both the U.S. and Spain.   He has lived in Boston and Virginia for over 45 years.  He enjoys travel and the arts and is a member of multiple associations and groups in the greater Boston region – particularly those with common interests in seeking balanced environmental protection and sustainable economic growth.