José Otero
Wealth Advisor
José Otero joins Grupo Cibeles as a Wealth Advisor, bringing more than 20 years of experience in the financial services industry. Originally from Ponce, he built a successful career at Equitable Advisors and has established a strong reputation for professionalism, integrity, and client service. He holds FINRA Series 6, 7, and 66 licenses and now continues his career with Grupo Cibeles.
José works closely with business owners and health professionals, drawing on his belief in financial discipline and responsibility — values that first inspired him to pursue a career in wealth management. His approach emphasizes building lasting relationships, rooted in trust and aligned with each client’s long-term objectives. By joining Grupo Cibeles, José strengthens the firm’s mission of providing comprehensive financial guidance with a strong ethical foundation.
Outside the office, José is a proud father of three and an avid runner. He values the discipline and resilience the sport demands, qualities that mirror his work ethic and dedication to his clients. Both personally and professionally, José brings character, commitment, and consistency to everything he does.