Josue Luque, CFP®

Financial Planner

My responsibilities within Next Gen Financial Planning encompass administrative duties, research, and any other tasks that help our clients meet their financial goals.

I am passionate about learning the ins and outs of the financial planning world.

“Success is the product of daily habits. Not once-in-a-lifetime transformations. But be aware that your outcomes will lag behind your habits.”

Outside of work I spend most of my time taking care of my great grandmother, hanging out with my dog, Athena, at the gym, or on my hobbies: reading and playing video games.

Credentials:
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Licensed as an Investment Adviser Representative (Series 65 – Uniform Investment Adviser Law Exam)
Areas of Expertise:
  • Goal planning
  • Planning for first-time home buyers
  • Strategies for paying down debt
  • Military and veterans benefits
  • Equity compensation (ISO/RSU/NQSO/ESPP/etc)
Education:
  • Bachelor of Science in Financial Services & Certificate in Personal Financial Planning from San Diego State University

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Josue’s contact info

EMAIL
[email protected]

PHONE NUMBER
+1 (619) 259-0584

Questions & Answers

My favorite thing to spend money on:

Food and traveling. The best memories when traveling, personally, are of all the things you try.

My favorite travel destination:

Japan; I’ve visited Osaka and Kyoto, Tokyo is next and hopefully I’ll be able to visit Hokkaido and Hyogo in the future.

Why I love what I do:

I enjoy being able to untie the knot of at least one part of a person’s complex life. Whether it’s enabling them to achieve their financial goals, worry less about their economic stability, or help them take the first step towards financial independence, being the support system that helps with these concerns is what I love about financial planning.

How I spend my weekends:

I’m a homebody, I enjoy spending time at home with my dog. Most of my weekends are spent enjoying my hobbies, visiting my great grandmother, or on occasion, visiting friends to catch up.

My favorite book:

My favorite author would be Tom Clancy, with Splinter Cell being one of my favorite series. One of my favorite books is No Longer Human by Osamu Dazai.

Schedule some time with Josue:

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