Jorge Padilla Email & Phone Number
CEO | Senior Client Advisor @ MEIRA (Formerly The Lubitz Financial Group)
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Jorge Padilla Location
- Miami, FL, US
Jorge Padilla Work
- Advisor @ (April 2025 - Present)
- CEO | Senior Client Advisor @ (December 2023 - Present)
- CEO | Owner | Senior Client Advisor @ (December 2023 - Present)
- Advisory Board Member @ (September 2022 - December 2025)
- USA Product Advisor @ (June 2021 - December 2022)
- Principal | Senior Client Advisor | Chief Investment Officer @ (October 2018 - December 2023)
- Senior Client Advisor @ (July 2016 - October 2018)
- Client Advisor @ (January 2011 - June 2016)
- Investment and Planning Associate @ (April 2008 - December 2010)
- Office Administrator @ Spencer & Spencer, P.A. (December 2007 - April 2008)
- Academic Tutor @ (September 2006 - December 2007)
Jorge Padilla Education
- University of Chicago
CIMA Education Program
2019-2019 - Thomas Jefferson School of Law
Master of Science of Law (International Tax and Financial Services)
2012-2019 - The Ensemble Practice/Fidelity
G2 Leadership Institute (Organizational Leadership)
2016-2017 - Winthrop University
BS Business Administration (Finance, Marketing, Personal Financial Planning)
2004-2007 - Suffolk University Madrid Campus
Summer School (Statistics for Business and Economics)
2005-2005
Jorge Padilla Skills
- Mathematics
- Alternative Investments
- Financial Advisory
- Customer Relationship Management Crm
- Undergraduate
- Financial Mgmt
- Wealth Management Services
- Acting
- General Chemistry
- IRAs
- Mentoring
- Finance
- Higher Education
- 401k
- Roth IRA
- Business Administration
- Uniform Combined State Law
- Strategic Financial Planning
- Trusts
- Legal
- Pension Funds
- Management
- Personal Finance
- Insurance Planning
- Science
- Statistics
- CRM
- 529 Plans
- Sports Management
- Microeconomics
- Spanish
- Information Systems
- Investment Policy
- Human Biology
- International Tax
- Algebra
- Calculus
- Retirement Planning
- Financial Planning
- Portfolio Management
- Sociology
- American Literature
- Academic Record
- Investment Advisory
- Asset Allocation
- Strategy
- Human Anatomy
- Risk Management
- Certified Financial Planner
- 401k Rollovers
- Marketing Research
- Music Appreciation
- Life Planning
- Handling Money
- Estate Planning
- Laboratory
- Social Security
- Composition
- Contemporary Art
- Life Sciences
- Institutions
- Cash Flow Management
- CRM software
- Marketing
- Nutrition
- Wealth Accumulation
- Credit
- Roth Ira Conversion
- Personal Financial Planning
- Succession Planning
- ETFs
- Political Economy
- Principles of Finance
- Macroeconomics
- Consumer Behaviour
- E Commerce
- Banking
- International
- Financial Planners
- Investments
- Private Wealth Management
- Academic
- Global Marketing
- Wealth Management
- Mutual Funds
- Psychology
- High Net Worth Individuals
- Investment Strategies
- Portfolio Rebalancing
- Financial Analysis
- Charitable Giving Strategies
- Business Communications
- Retirement
- Schools
- NextGen
- Presentation Skills
- Family Office
- Cryptocurrency
- Private Equity
- Trust Services
- Digital Assets
- Business Development
- Blockchain
- Customer Relationship Management
Jorge Padilla Summary
- Jorge Padilla, based in Miami, FL, US, is currently a CEO | Senior Client Advisor at Meira Wealth. Jorge Padilla brings experience from previous roles at StratiFi Technologies Inc, Meira Wealth, Blue Vault and Creativemass. Jorge Padilla holds a 2019 - 2019 CIMA Education Program @ University of Chicago. With a robust skill set that includes Mathematics, Alternative Investments, Financial Advisory, Customer Relationship Management Crm, Undergraduate and more. Jorge Padilla has 2 emails and 3 mobile phone numbers on RocketReach.
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