Jorge Soriano
Founder & CEO at Financial Optimist
- Role
- Founder & CEO at Financial Optimist
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Jorge Soriano
Virtual CFP® & IRS Enrolled Agent for mission-driven couples and busy professionals…
Experience
Founder & CEO
Jan 2021 — Present
At Financial Optimist, we are committed to offering you unbiased financial advice while empowering you with actionable steps to prosper financially. This is a judgment-free zone, and we are here to listen and truly understand your situation and goals. We serve our clients with integrity and care because relationships are the foundation of everything we do together. Our firm is proud to give back to the community through financial literacy workshops, educational webinars, and pro-bono financial planning services.
Education
University of South Florida
Finance, Principles of Finance, Accounting, Economics
2007 — 2011
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