Jorge Valdes started providing insurance and investment solutions for South Florida business owners in 1989.
Our Team
Our Mission Is Preserving Your Legacy
As a family owned & operated business, we understand the importance of legacy. Our objective is preserving yours. We have two fundamental beliefs: education and transparency. Our team simplifies complex financial language, ensuring that you understand each of our strategies & their purpose. These strategies aim to give you & your family the tools to achieve financial independence and preserve your legacy.
Leadership
Jennifer “Jenny” Valdes is a Principal of Financial Designs Wealth who focuses on analyzing clients’ overall financial picture…
Jorge Valdes Jr. is a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA®) who…
Business owners are great at making money, but often lack the time to turn that success into a lasting legacy for themselves and their families.
The best way to predict your future is to create it.
It is not about timing the market, but about time in the market.
Our Team
As FD Wealth’s first addition, Ashley has been a key employee since its inception. Thanks to her mother’s career…
As a client associate, Anthony focuses on providing our clients a seamless experience throughout…
Roberto “Robert” Ochoa joins us as a Client Associate, bringing a strong foundation…
Most people do not plan to fail, they fail to plan.
Someone’s sitting in the shade today because someone planted a tree a long time ago.