BML Team

Jose Soria is an independent Registered Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER™ professional, and he has passed the Series 65 securities exam. Jose specializes in personalized wealth planning for families near retirement. As a fiduciary, he provides unbiased advice to help retirees and pre-retirees make confident decisions through strategies like investment management, estate and tax planning, retirement guidance, and charitable giving. 

Before joining BML Wealth Management, Jose worked at The Rand Group, where he collaborated with partners to serve ultra-high-net-worth clients by crafting and implementing comprehensive financial strategies. He led efforts in financial, estate, and insurance planning, playing a key role in managing over $500 million in client assets.

Jose is known for his approachable style and commitment to building lasting relationships rooted in trust, transparency, and personalized care. He enjoys staying active outdoors with his wife Marisa and their two sons, Hudson and Sebastian, and finds purpose through service and community.