Jose Linares Blasini
CAF Investments · Guaynabo, Puerto Rico
Jose Linares Blasini is a fee-only financial advisor at CAF Investments in Guaynabo, Puerto Rico. Jose focuses on retirement planning and small business owners. CAF Investments reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | CAF Investments |
|---|---|
| Based in | Guaynabo, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $40.5M across 532 accounts |
| SEC registration | Investment adviser representative in PR, TX · CRD 7014193 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | cafinvestment.com |
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Questions about Jose
Is Jose Linares Blasini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and CAF Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, CAF Investments, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Jose Linares Blasini based?
Jose Linares Blasini is based in Guaynabo, Puerto Rico.
What does Jose specialize in?
Jose's specialties include retirement planning and small business owners. Jose works with founders.
Is Jose Linares Blasini registered with the SEC?
Yes. Jose Linares Blasini is registered as an investment adviser representative in PR and TX (CRD 7014193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CAF Investments manage?
CAF Investments reports $40.5M across 532 accounts in assets under management.
How do I contact Jose Linares Blasini?
Through Jose's website, cafinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CAF Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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