Sergio Jiménez Email & Phone Number
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 @
- 2021 - now CEO, Senior Wealth Advisor @
- 2020 - now 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 Jimenez Wealth Multifamily Offices, LLC, DeForest Abogados®, Animus Wealth Management, LLC. and Eagle Strategies, LLC. Sergio Jiménez holds a 2016 - 2019 CERTIFIED FINANCIAL PLANNER™️ in Financial Planning and Services @ The American College of Financial Services. Sergio Jiménez has 3 emails and 3 mobile phone numbers on RocketReach.
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