Jorge Padilla Email & Phone Number
CEO | Senior Client Advisor @ MEIRA (Formerly The Lubitz Financial Group)
Jorge Padilla Location
Miami, FL, US
Jorge Padilla Work
- 2023 - now CEO | Senior Client Advisor @ MEIRA (Formerly The Lubitz Financial Group)
- 2018 - 2023 Principal | Senior Client Advisor | Chief Investment Officer @ MEIRA (Formerly The Lubitz Financial Group)
- 2016 - 2018 Senior Client Advisor @ MEIRA (Formerly The Lubitz Financial Group)
- 2011 - 2016 Client Advisor @ MEIRA (Formerly The Lubitz Financial Group)
- 2008 - 2010 Investment and Planning Associate @ MEIRA (Formerly The Lubitz Financial Group)
- 2022 - now Advisory Board Member @ Blue Vault
- 2021 - 2022 USA Product Advisor @ Creativemass
- 2007 - 2008 Office Administrator @ Spencer & Spencer, P.A.
- 2006 - 2007 Academic Tutor @ Winthrop University
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
- Trusts
- Strategic Financial Planning
- Retirement Planning
- Financial Advisory
- Cash Flow Management
- Social Security
- Investment Policy
- Wealth Management
- Roth IRA Conversion
- Portfolio 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 Meira Wealth and The Lubitz Financial Group. Jorge Padilla holds a 2019 - 2019 CIMA Education Program @ University of Chicago. With a robust skill set that includes Trusts, Strategic Financial Planning, Retirement Planning, Financial Advisory, Cash Flow Management and more. Jorge Padilla has 3 emails and 2 mobile phone numbers on RocketReach.
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