Jorge Romero's Location
The Villages, FL, US
Jorge Romero's Work
- Partner | Senior Wealth Advisor @ Ruggie Wealth Management
- Partner | Sr. Family Wealth Strategist @ Destiny Family Office
- Senior Wealth Advisor @ Carson Wealth
- Financial Consultant @ SunTrust Investment Services, Inc.
- Underwriting Assistant @ Pan-American Life Insurance Group
- U.S. Marine @ Marine Corps Recruiting
Jorge Romero's Education
- Golden Gate University
- 2005 - 2008
Jorge Romero's Skills
- Estate Planning
- Portfolio Performance Analysis
- Wealth Preservation Planning
- Foreign Policy
- Retirement Planning
- Financial Planning
- Globalization
- Wealth Management Services
- Geopolitics
- Portfolio Management
Jorge Romero's Summary
Jorge Romero, based in The Villages, FL, US, is currently a Partner | Senior Wealth Advisor at Ruggie Wealth Management, bringing experience from previous roles at Destiny Family Office, Carson Wealth, SunTrust Investment Services, Inc. and Pan-American Life Insurance Group. Jorge Romero holds a Golden Gate University. With a robust skill set that includes Estate Planning, Portfolio Performance Analysis, Wealth Preservation Planning, Foreign Policy, Retirement Planning and more, Jorge Romero contributes valuable insights to the industry. Jorge Romero has 3 emails and 2 mobile phone numbers on RocketReach.
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