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Jose Freyre, MBA, CFP®

Mr. Freyre founded Monarch Wealth Management after working for several years as a financial consultant for A.G. Edwards & Sons, Inc. He has extensive experience in the field of financial management & business consulting which he gained throughout his 13 years in the management consulting industry where he advised C-level executives of small and large organizations in the areas of strategic planning, technology, operations, and mergers and acquisitions.

He applies his strong background in analysis, execution, and leadership to guiding the firm and to help clients identify and address their goals. Mr. Freyre’s background as a MBA and business consultant with specialized training in the areas of business exit planning provides a unique understanding of the challenges facing business owners who often have to balance both business and personal finances.

Mr. Freyre also holds the distinguished CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional title, a certification earned by those who have met rigorous experience, education, and ethical requirements and have passed the CFP® Certification Examination. Mr. Freyre participates in regular training to maintain the Board’s high standards for all Certified Financial Planners. For more information about the CFP® education and certification program, click here.

Mr. Freyre was born and raised in Puerto Rico and left in 1986 to serve in the U.S. Navy. He, his wife and son, Julie and Jonathan, live in the Washington Heights neighborhood of Milwaukee. His hobbies include spending time with family and friends, and flying.

Designations and Achievements:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • Masters of Business Administration (MBA) in Finance from Loyola University of Chicago
  • Bachelors of Business Administration from Cardinal Stritch University
  • Five Star “Best In Client Satisfaction Wealth Manager” Award Recipient – Milwaukee Magazine July 2012 through 2016*

 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015 & 2016 Five Star Wealth Managers.