Sergio Jiménez Email

CEO, Tax Planning Attorney @ Jimenez Wealth Legal Advisors, PC

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Sergio Jiménez Location

United States

Sergio Jiménez Work

2020 - now CEO, Tax Planning Attorney @ Jimenez Wealth Legal Advisors, PC
2020 - 2025 Of Counsel @ DeForest Abogados®
2020 - 2021 Co-Founder, Wealth Advisor @ Animus Wealth Management, LLC.

2017 - 2020 Financial Adviser @ Eagle Strategies, LLC
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2017 - 2020 Corporate Vice President - Advanced Planning Group @ New York Life
2015 - 2017 Corporate Vice President- Latino Affluent and Advanced Markets @ New York Life
2013 - 2015 Attorney and Counselor At Law @ The Strategic Legal Group, PC
2005 - 2015 Registered Representative @ Transamerica Financial Advisors, Inc.
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Sergio Jiménez Education

The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™️ (Financial Planning and Services)
2016 - 2019
Concord Law School - Kaplan University
Doctor of Law (J.D.) (Concentrated Courses in Business Planning, Federal Taxation, and Contract Drafting.)
University of Phoenix
Bachelor of Science (B.S.) (Business/Managerial Economics)

Sergio Jiménez Summary

Sergio Jiménez, based in United States, is currently a CEO, Tax Planning Attorney at Jimenez Wealth Legal Advisors, PC. Sergio Jiménez brings experience from previous roles at DeForest Abogados®, Animus Wealth Management, LLC., Eagle Strategies, LLC and New York Life Insurance Company. Sergio Jiménez holds a 2016 - 2019 CERTIFIED FINANCIAL PLANNER™️ in Financial Planning and Services @ The American College of Financial Services. Sergio Jiménez has 1 emails on RocketReach.

Sergio Jiménez Emails

Found 1 emails

@jimenezws.com

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Sergio Jiménez

CEO, Tax Planning Attorney at Jimenez Wealth Legal Advisors, PC

United States
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Sergio Jiménez

CEO, Tax Planning Attorney at Jimenez Wealth Legal Advisors, PC

United States
1
- jimenezws.com

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