José Tagle III is a native Floridian, born in Miami, Florida. In 1989, his family relocated to Jupiter, where he graduated from Jupiter High School. He went on to earn a Bachelor of Liberal Studies degree from the University of Central Florida.
José brings more than 20 years of professional experience in leadership and financial services. He spent 10 years with AT&T Wireless, serving in a variety of leadership roles before transitioning into the financial industry. He then spent 10 years with Charles Schwab, where he worked with independent financial advisors on the institutional side of the business and later served as a Private Client Advisor, assisting both domestic and international clients.
In 2021, José joined Gulfstream Financial as an independent Wealth Advisor. Based in Jupiter, Florida, he works with individuals and families across several states, helping them pursue their financial goals through personalized wealth management and retirement planning strategies.
After returning to Palm Beach Gardens in 2025, José sought opportunities to become more involved in the local community. He joined Latin Quarter because of its longstanding commitment to serving Palm Beach County and its meaningful impact through charitable initiatives and community outreach. He is honored to be part of an organization dedicated to making a lasting difference.
Outside of work, José enjoys spending time with his girlfriend, Sue, her daughter, Heidi, and the family’s beloved dog, Kiwi. Living back in Palm Beach County also allows him to be closer to his parents, Rita and José Jr., who are active members of Latin Quarter. Whether traveling, attending sporting events, or making people laugh, José values creating meaningful memories with family, friends, and the community he proudly calls home.
