Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He began his career in the financial services industry in 2004 after having served honorably in The United States Marine Corps. Jorge works closely with clients and their families to develop & implement comprehensive wealth management solutions designed to help clients achieve their goals. His areas of focus include lifestyle funding and cash flow analysis, tax planning, estate planning, risk management, family governance and philanthropic planning.
In addition to working directly with clients & their families, Jorge also leads Destiny Wealth Partners’ Investment Committee, where his responsibilities include shaping the firm’s investment policy formation, asset allocation strategy development, manager research & selection, and portfolio performance monitoring.
Jorge received his Bachelor of Arts in Political Science, and Pre-Law along with a Minor in Latin American Studies from The University of Central Florida and is currently pursuing a Master of Science in Financial Planning and Taxation along with the Certified Investment Management Analyst (CIMA®) designation. He is a member of The CFA Institute & CFA Society of Orlando, The Financial Planning Association of Central Florida, The Investments & Wealth Institute, as well as the Estate Planning Council of The Villages®.
In his spare time, Jorge enjoys learning about Wine, and traveling with his friends & family- which also includes their Coton de Tuéar puppy, RóBear. Jorge is an avid reader of history, international relations, and linguistics books; he speaks Spanish, some Italian, and French, and is always exploring new languages. He is also an endurance cyclist, often riding his road bike or Peloton® to raise funds & awareness for charities such as No Kid Hungry®, UNICEF, and The National Multiple Sclerosis Society®.