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 @
- 2020 -2025 Of Counsel @
- 2020 -2021 Co-Founder, Wealth Advisor @
- 2017 -2020 Financial Adviser @
- 2017 -2020 Corporate Vice President - Advanced Planning Group @
- 2015 -2017 Corporate Vice President- Latino Affluent and Advanced Markets @
- 2013 -2015 Attorney and Counselor At Law @ The Strategic Legal Group, PC
- 2005 -2015 Registered Representative @
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.
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Sergio Jiménez
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