Jose Martínez Cerón

Critic
DISC Type : C

Financial Life Planner at Oportuno

México, Mexico

Overview

Jose is the Founder and Financial Life Planner at Oportuno, leveraging his experience as a former Head of Growth & Product. An angel investor and MBA graduate from IPADE Business School, he specializes in implementing comprehensive financial planning methodologies and has taught management at the university level.

He is passionate about professional community building, evidenced by his recent selection into the Landa Club, a selective community for Latino professionals. He values practical, human-centric skills that go beyond the capabilities of AI and focuses on empowering business owners with financial knowledge.

Jose was recently selected as one of only 24 members for Cohort 12 of the Landa Club.

Personality Overview

ROI Driven

Information Seeker

Objective Thinker

They prefer to analyze logically and value objective facts over emotions.  They don’t appreciate bells and whistles unless backed by data. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Personal Finance
He is the founder of a financial planning firm and speaks publicly on the importance of personal financial planning for business owners.
Angel Investing
Serves as an angel investor for bonum coaching, a startup that is part of the 500 LatAm accelerator program.
Business Growth
Previously as Chief of Growth & Product, he created and led multiple areas including product management, CRM, technology, and marketing.

Media Appearances

Jose has no verified media appearances

Work History

5-2024
Financial Life Planner at Oportuno
2-2023 - 2-2024
Head of Personal Financial Planning at Invested
11-2021
Angel Investor at bonum coaching (500 LatAm B14)
4-2020 - 5-2023
Chief of Growth & Product at Invested
1-2020 - 7-2020
Part-time Professor - Management at Universidad Panamericana

Education

2014 - 2015
ADeCaP from IPADE Business School
2012 - 2014
Master of Business Administration (MBA) from IPADE Business School

More Information

Social Presence :

Prographics :

Exp : 16 Location : México, Mexico Job Level : N/A Designation : Financial Life Planner at Oportuno
URL has been copied!

Insights For Selling To Jose

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jose

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jose move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jose take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jose

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.