Jose Soria

Wealth Services Associate

Jose Soria is a Wealth Services Associate in our Newport Beach, CA office. Jose’s primary focus is on financial planning and client report and analysis along with supporting the firm’s operational functions.

Prior to joining The Rand Group, Jose was an annuity product specialist with Pacific Life. He educated producers, brokers/dealers, and financial advisors on available investment offerings and benefits.

Jose graduated cum laude with a Bachelor of Science in Business Administration from California State University, Dominguez Hills. He holds his FINRA Series 7, 6, and 66 licenses, and is pursuing additional professional credentials to enhance his knowledge on financial planning.

Jose enjoys an active lifestyle of weightlifting, snowboarding, wakeboarding, and golf. Spending time with family is also at the top of his list of favorite things.