Jose Rosario Agency - State Farm Insurance Agent jobs and careers

About Jose Rosario Agency - State Farm Insurance Agent

Designing resilient financial futures in an era of complexity. Most professionals look at your life in silos: insurance for risk, a CPA for taxes, and separate conversations for retirement. The result is often a fragmented plan with gaps, overlaps, and missed opportunities. My work is to help bring those pieces together into one coordinated strategy. With an MBA and a Master of Science in Financial Planning (MSFP), plus advanced designations including ChFC, CPCU, RICP, CLU, and WMCP, I support families and business owners with clear, structured planning that connects: • Retirement income planning: helping turn savings into a sustainable income approach for retirement • Risk management: helping protect what you’ve built through thoughtful personal and business coverage strategies • Legacy coordination: helping align beneficiary choices and protection planning with your broader goals (in coordination with your tax and legal professionals) In an age of automated, one-size-fits-all guidance, I focus on human judgment, disciplined process, and long-term relationships—so your decisions can be confident, consistent, and aligned with what matters most. Mission: To empower high-achieving families and business owners with the clarity and specialized expertise needed to navigate economic volatility, so their wealth supports both lifestyle and legacy. If you’d like to start with a high-level “Strategic Synthesis” conversation, send me a message. Agent Licenses for Jose Rosario License: FL-W293867 Office Phone: 407-704-6655 Office Hours M-F 9:00 - 5:00 PM 24/7 availability Florida and Georgia English, Spanish and Portuguese