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, CFP®, ChFC®, EA
Founder & Lead Financial Planner
Financial Planning Done Right
New Path, Same Why
Create Your Path
I believe the focus of financial planning should be on your “why.” What are your goals and values? Once we’ve identified your path, I will guide you in designing a comprehensive financial life plan that’ll allow you to walk that path. Only after we have found the “why” can we create the “how” –and only after understanding your unique desires do we start discussing numbers.
When I first entered the financial services industry, I was discouraged by the type of financial services I saw offered to veterans, from inappropriate insurance products to patchwork advice focused on trying to “beat the market.” Equipped with a bachelor’s degree in finance and accounting from Columbia College, a master’s degree in financial and tax planning from San Diego State University, and a lifelong awareness of the link between money management and life satisfaction, I became determined to provide real comprehensive financial planning for veterans that focused on helping them accomplish their goals.
The decision to specialize in helping veterans stems from my experience serving in the Marine Corps as a bomb dog handler. In 2013, I was injured by an IED in Afghanistan and medically retired, along with my bomb dog Zenit. Despite this unexpected curve in my path, I still had the same “why”: I wanted to be involved in a mission greater than myself and help those I cared about. I knew this meant continuing to work with veterans, the people who I consider my family.
My “how” turned out to be launching Create Your Path, a fee-only, independent financial planning firm specializing in advising veterans who are Federal employees. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant, an Enrolled Agent, and a fellow veteran who has been in your shoes, I am ready to guide you towards the life you envision.
Learn About How We Can Help You
Now that you know a little about us, learn about our services.