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Jose Cruz (Executive Managing Officer)

Jose Cruz is Executive Managing Officer of Burgos & Brein Wealth Management. He oversees the Individual Retirement, Life Insurance, and Medicare businesses, providing a broad range of insurance solutions to custom tailor plans to fit our client's needs.


Jose has been providing insurance solutions to the seniors of Central Florida since 2002. In 2018 he joined Burgos and Brein’s Management team bring his extensive Life and Medicare insurance knowledge. Jose, previously held management positions at Transamerica and AIG in Central Florida.

He has committed himself to serve our seniors with the best advice and information to help give peace of mind for our clients by educating and putting a plan together to protect their assets, legacies, retirement future, and have the best health care through his knowledge in Medicare and Health Insurance.

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in long-term investments.

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