Meet Our Team: Jose

Client Services Associate

Jose Saavedra

Jose joined the Fellows Financial Team in late August 2024, bringing over a decade of experience in the finance industry. As a key member of the operations team, he is dedicated to ensuring that all processes are executed accurately and efficiently for every client. Throughout his career, Jose has managed teams, handled operations, and collaborated with various partners in the financial sector, all with the goal of helping clients achieve their financial aspirations.

His passion for client success is evident in the strong relationships he has built over the years, earning numerous recognitions for exceptional customer experience. Jose is committed to ongoing education and financial literacy, continually striving to enhance his expertise. He is also interested in learning a third language to further broaden his skills.

Originally from Lima, Peru, Jose moved to the U.S. over 20 years ago and is proud to be bilingual. Outside of work, he cherishes spending time with his family, enjoys grilling and cooking—especially his favorite, Peruvian cuisine—and plays soccer, often cheering for his favorite team, FC Barcelona.

Additionally, Jose is a talented musician; on weekends, he performs as a vocalist in a band at various events. Coming from a musical family, he also plays the piano and guitar, further showcasing his diverse interests and talents.