We're Here to Make a Difference for You, Your Family and Your Future
Veliz Financial Management is located in the heart of Fircrest. Our mission is to become your financial partner. Managing your finances may be a little easier with a professional at your side
Veliz Financial Management, LLC focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate the future.
We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives--then, monitor it regularly to help you stay on track.
Business owner and Team Leader Jose (Joe) Veliz has resided in the Tacoma area since 1969, graduating from Lakes High School class of 1971. Before his financial advising career he was a contract manager with the Boeing Company; in 1993 Joe became a Financial Advisor and has dedicated the last 20 years providing personalized service to individuals, families and institutions. Joe holds a Master's Degree. Series 7, 63, and 65 registrations with LPL Financial and a Life/Accident/Health Insurance license from the State of Washington.
As an active community volunteer Joe served on the Board of Trustees at Clover Park Technical College for five years and has been recognized for outstanding accomplishments and designated alumnus (2002). He also served five years as a Board of Trustee member at Charles Wright Academy. Joe has more than a decade of experience managing Tribal funds.