Jose Novoa


    Focus: Insurance Strategies, Risk Management Strategies

    Languages: English

    Jose Novoa is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Jose focuses his practice on the risk management, retirement planning, insurance planning and income protection needs of individuals, families and small businesses. He is continuously looking for ways to give back to his community.

    Prior to joining Charter Oak, Jose worked as a customer services representative while pursuing his Bachelor’s degree. He earned his degree in financial management from the University of Connecticut School of Business.

    Outside of the office, Jose enjoys reading books by his favorite authors, Warren Buffett and Benjamin Graham, cooking and spending time with his friends and family. When he’s not doing that, you can find him on the pitch playing soccer or watching his favorite team, Atlético Madrid, on television.

    Education

    University of Connecticut (2015-2019)

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    Charter Oak Financial: The Norwalk Office

    Satellite Office

    501 Merritt 7, 5th Floor
    Norwalk, CT 06851

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    CRN202110-255786