Financial RepresentativeJose Silva
Do you have a question? I'm here to help.
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Primary Location:
B7 Tabonuco Street
Ste 1401
Guaynabo 00968
PR
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After earning my high school diploma from Colegio Santa Rosa Superior and studying business at the University of Puerto Rico, my path into financial services was ultimately shaped by a desire to help others and a personal experience navigating my father's health challenges. My experience with Aflac, along with earning a ROMA certification, further strengthened my client-first approach to serving individuals and families. I chose this career to help people protect their well-being and make confident financial decisions.

I serve clients across San Juan and surrounding communities, including Cano Martin Pena and Comunidad Aliento. I focus on families, individuals, and underserved households, bringing clear guidance and simple strategies. I believe strong relationships come first, with honest conversations and steady support at every step.

I grew up in Bayamon and stay active in Comunidad Aliento. I enjoy learning about financial education and personal growth. I am committed to protecting what matters most and helping clients move forward with purpose. I invite you to schedule a conversation and take the next step.

Do you have a question? I'm here to help.
Get Your Financial Fitness Score

Financial RepresentativeJose Silva

After earning my high school diploma from Colegio Santa Rosa Superior and studying business at the University of Puerto Rico, my path into financial services was ultimately shaped by a desire to help others and a personal experience navigating my father's health challenges. My experience with Aflac, along with earning a ROMA certification, further strengthened my client-first approach to serving individuals and families. I chose this career to help people protect their well-being and make confident financial decisions.

I serve clients across San Juan and surrounding communities, including Cano Martin Pena and Comunidad Aliento. I focus on families, individuals, and underserved households, bringing clear guidance and simple strategies. I believe strong relationships come first, with honest conversations and steady support at every step.

I grew up in Bayamon and stay active in Comunidad Aliento. I enjoy learning about financial education and personal growth. I am committed to protecting what matters most and helping clients move forward with purpose. I invite you to schedule a conversation and take the next step.

Primary Location:
B7 Tabonuco Street
Ste 1401
Guaynabo 00968
PR
broker check button

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

Learning Center

Make it Personal Podcast: Real Talk About Your Money

In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.

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Term vs. Whole Life Insurance: Making the Right Choice

Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.

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Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.

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Listening to our customers for more than 100 years

The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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