Global View Capital Advisors

Jose Montalvo, Jr. is a comprehensive fiduciary advisor specializing in retirement planning, tactical asset management, and executive benefit strategies.

With over 30 years of experience in healthcare working with patients, followed by 15 years advising clients on financial matters, Jose brings a deep commitment to client education and personalized financial planning. He focuses on growing and protecting clients’ assets, helping business owners, investors, employees, and students achieve secure and comfortable retirements. Jose’s dual background in healthcare and finance allows him to approach retirement planning with a holistic perspective rarely found in the industry. Known for his integrity and client-first approach, Jose serves as the lead advisor for the Tampa area and plays a key role in our Florida hub’s growth.

Jose values his faith, time with his family and friends, and likes to hike, cycle, and travel activities that reflect his dedication to balance and well-being, both personally and professionally.