Founding Principal
“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.”
Who Are We? That’s Simple.
We’re a family owned business determined to provide business owners with a clear path to securing their finances and legacy.
We All Start Somewhere.
Our story begins in founder Jorge Valdes’ garage.
Jorge Valdes embarked on his journey into the world of insurance solutions for South Florida business owners back in 1989. Initially tied to a captive company, he found himself restricted in the products he could offer. This limitation wasn’t the only challenge he faced. After witnessing too many clients leave meetings with dazed looks, furrowed brows, and more questions than answers, Jorge vowed to break free from the confusing and convoluted methods of his early industry mentors.
Jorge’s vision: simplified benefits solutions grounded in transparency and integrity.
Enter: Financial Designs, Inc.
After founding his company, Jorge followed through on his commitment to providing clear and competitive employee benefit packages to business owners. He built up a team of dedicated professionals, leading them by example and modeling honest, approachable, client-focused services. Today, Financial Designs Inc. is renowned as one of the top insurance benefits agencies in all categories since 2000.
Growing to meet your evolving needs.
Under Jorge’s proprietary personalized approach, clients’ businesses thrived. But there was still something missing: the business owners themselves. As Jorge grew his family and prioritized their financial wellbeing, he realized business owners needed the same sense of security. As clients’ lives and livelihood overlapped, it became impossible for them to focus on their retirement and legacy while growing their business.
Jorge began offering services beyond health insurance, emphasizing his commitment to financial and estate planning.
Sparking a Family Partnership.
Jorge’s business wasn’t the only thing growing; all this time, so had his daughter, Jennifer Valdes. Following in her father’s footsteps, Jennifer had grown into a finance guru in her own right. From her first day as a 21-year-old unpaid intern onward, Jennifer spent 6+ years working at a large SEC registered investment advisor catering to sports stars and high net worth individuals. By the time she left, they had grown managed assets to over $3B. She worked her way through every single department culminating in a position as head of Financial Planning.
As Jennifer’s increasing experience complemented every growing need of Jorge’s clients, it became clear: it was time for a partnership.
Meet Financial Designs Wealth Management.
FD Wealth was founded in 2021 to further Jennifer and Jorge’s mission for personalized financial solutions that actually make sense. Since launching, FD Wealth has proven just how synergistic Jennifer and Jorge’s skillsets are.
Between Jorge’s estate planning and life insurance focus and Jennifer’s comprehensive experience in wealth management, FD Wealth offers what so few firms can: financial support for business owners that seeks to address every aspect of their life.
Financial Planning for you, the
A boutique firm by business owners designed for business owners.
You’re busy, and time is money. As business owners ourselves, we get it. Luckily, your money is how we spend our time. Trust FD Wealth to hold you accountable to your financial goals while respecting your time, energy, and unique challenges.
A simple goal to simplify finance.
Our mission is to demystify the financial world, making complex concepts accessible and understandable. We’re to-the-point, no fluff. Walk out of our calls energized for action, not exhausted by complicated financial presentations and economic theory.
A vested belief in financial empowerment for everyone.
We want to change the way you think about money. FD Wealth is boutique and small for a reason–because we want to make your financial goals happen for you. Unlike large firms, or exclusive firms that only cater to certain high net worth market niche, we don’t make you qualify for any type of service. We treat our clients like family, not just numbers, ensuring attentive personalized and dedicated service to the business owner community we serve.
A holistic approach to your entire financial picture.
If it matters to you, it matters to us. We’re committed to ensuring all aspects of a client's financial goals are thoroughly addressed and seamlessly integrated.
An independent firm offering customized services with integrity.
FD Wealth stands on a foundation of trust and credibility. Our flexible approach to financial planning tailors services to fit your needs, not the other way around. Receive fully independent recommendations from an expert team of Investment Advisors and accredited financial planners. At the end of the day, we believe in securing the best for you and you alone.
Meet Your Financial Advocates
With decades of experience, our diverse, knowledgeable team is well-equipped to help you navigate the complexities of financial planning and wealth management.
Founding Principal & CCO
“The best way to predict your future is to create it.”
Financial Planner
“It is not about timing the market, but about time in the market.”
Founding Principal
“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.”
Founding Principal & CCO
“The best way to predict your future is to create it.”
Financial Planner
“It is not about timing the market, but about time in the market.”
Welcome to the Family.
It’s never too early to begin the journey to financial wellbeing. Partner with a family-owned business continuing generations of financial advocacy.