Our mission is to partner with veterans who are Federal employees to create a clear path to their life goals. We help create this path through comprehensive financial planning for veterans that prioritizes a greater return on life rather than just a return on investments.
Jose Armenta, MsBA, ChFC®, EA
Founder & Lead Financial Planner
Searching for Purpose
Why Create Your Path?
Before starting a career in financial services, Jose served in the Marine Corps as a bomb dog handler. During his service, he was injured by an IED in Afghanistan, and subsequently medically retired in 2013 (along with his bomb dog Zenit). After leaving the military, he continued to work for the Federal Government; but soon realized that he could better support his fellow veterans by helping them with their personal finances.
Jose returned to school and earned his bachelor’s degree in finance and accounting from Columbia College and a master’s degree in financial and tax planning from San Diego State University. He is also a Chartered Financial Consultant and an Enrolled Agent. Jose’s passion for helping veterans goes beyond the office, and he is a member of the Financial Planning Association and the Purple Heart Association.
After entering the financial services industry, Jose was discouraged by the type of financial services he saw offered to veterans. From insurance products that the veteran didn’t understand to patchwork advice focused on trying to “beat the market.” Determined to provide real comprehensive financial planning for veterans that focused on helping them accomplish their life goals, Jose launched Create Your Path, a fee-only, independent financial planning firm.
Financial planning is no longer just for millionaires. In fact, our entire service model is built to provide financial planning exclusively for Federal employees, a specialization that allows us to meet the unique needs of our clients. Because we are veteran-owned and operated, we know what it’s like to be in your shoes—we know what it’s like to have goals but no concrete plan for how to achieve them. When you partner with us, we will help you define your goals and develop a comprehensive financial planning process to achieve those goals.
Learn About How We Can Help You
Now that you know a little about us find out how we can help you.