Our Story
About Jose A. Cortes, CFP®
DISCOVER WHAT WE'RE ABOUT
Board Certified Financial Planner
Jose A. Cortes is a Board Certified Financial Planner with 15 years of experience working with business owners, professionals, and families. He is father to an 11-year-old daughter and a 3-year-old pup, and he strongly believes in helping people live their true purposeful lives with intention.
Jose received his certificate in Certified Financial Planning from the Kennesaw State University School of Community and Professional Education and is board certified through the CFP.ORG board. He obtained his Bachelor's of Business Administration from the Terry College of Business at The University of Georgia.
CFP®
Board-certified through CFP.ORG
15+ Years
Financial planning experience
UGA Terry
BBA from Terry College of Business
Fee-Only
No commissions, no product sales
Our Mission
"At AlphaTrail Financial Planning and Consulting, our mission is to guide clients to a clear path of financial strength and help them gain better clarity."
What AlphaTrail Means
AlphaTrail is the representation of the defined and the undefined. We will be intentional around what is important and what we are working towards. But we are also cognizant of the journey — the trail — that takes us there. Every client's trail is different, and that's exactly how we approach each engagement.
Client Testimonials
What our clients say
"Jose has always gone the extra mile in helping me understand my financial plan. He listens to my goals and puts actionable steps in place to achieve them. If you're looking for someone to help you put it all together, look no further."
"It's rare to work with a person such as Jose A. Cortes. We met through a BNI Chapter. Over the past 4 years, we have collaborated on different projects. He was my first choice when it came to financial planning."
"It's seldom to meet someone as passionate, driven, and customer-focused as Jose Cortes. I have had the pleasure of working with him across different industries and his analytical grasp and customer-first mindset are truly exceptional."
"Jose is very accommodating and takes interest in his clients. He is very friendly."
"Jose is a truly professional — he was very attentive and helped us choose the best life insurance that we needed."
"Jose has done a great job of taking some complex issues related to an overall wealth management strategy and simplifying it to help me reach better clarity for my own investment decisions."
Ready to start your journey?
Schedule a complimentary consultation with Jose and take the first step on your financial trail.