Jose Soria, CFP^®

Associate Wealth Planner

Jose Soria is an Associate Wealth Planner based in our Newport Beach, CA office. He plays a key role in driving the development and execution of customized financial strategies, delivering detailed analytical insights, and enhancing the firm’s operational efficiency.

Before joining The Rand Group, Jose served as an annuity product specialist at Pacific Life, where he educated producers, broker-dealers, and financial advisors on investment offerings and product benefits.

Jose graduated cum laude with a Bachelor of Science in Business Administration from California State University, Dominguez Hills. He is a CERTIFIED FINANCIAL PLANNER^® professional and holds FINRA Series 7, 6, and 66 licenses, along with his insurance license.

Outside of work, Jose leads an active lifestyle that includes weightlifting, snowboarding, wakeboarding, and golf. He also values quality time with his family, which remains one of his top priorities.