Jorge Valdes Jr., CPFA®
Retirement Plan Analyst
Jorge is a Certified Plan Fiduciary Advisor (CPFA®) who helps business owners establish and maintain 401K plans. He is also a licensed 2-15 agent with a focus on life insurance. Jorge works closely with the advisors on analyzing and developing the life insurance aspect of our clients' financial plans. He nurtures the relationship between client and service providers guaranteeing there is clear communication, organization, and simplicity. Jorge ensures the best value for our clients by shopping cases around various companies to find the best offer possible for each client’s unique situation.
With a keen focus on customer satisfaction, his goal is to help business owners attract and retain employees while also assisting them on the personal side by facilitating a smooth transfer of wealth from generation to generation. Jorge graduated with a bachelor's degree in Economics and Entrepreneurship from the University of Miami.