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Jorge Vielledent
Retirement Planning Specialist @Synergy Wealth Management
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WORK HISTORY
Retirement Planning Specialist @Synergy Wealth Management
El Paso, TX, US
EDUCATION
Wharton School, University of Pennsylvania
Retirement Planning
The American College
Chartered Financial Consultant
The University of Texas at El Paso
Bachelor of Business Administration (B.B.A.)
ABOUT JORGE VIELLEDENT
Jorge Vielledent has 35 years of experience as a leading Financial Services Professional - Executive Committee Member of the NAF (National Forum) as Chair - Board Member of the Prestigious Equitable Advisor’s Sterling Group - Board Member of The University of Texas at El Paso Alumni Association - Member of the Regional Economic Development Committee Report at The University of Texas at El Paso’s Centennial Commission. Jorge Vielledent has also been recognized with several Equitable Advisors awards which include- Regional Honor Associate of the Year 2009 - Distinguished Service Award - Silver Medal of Honor - Hall of Fame, 2008 - Hallmark I - Hallmark II - Circle of Excellence 4 - Centurion Production 21 -Presidents Cabinet, 5 years To help valued clients work toward their financial independence and achieve their goals, Jorge provides programs designed for a broad range of needs and circumstances, as well as a variety of product choices to help implement these strategies. Through business affiliations, Jorge accesses to products and services from an impressive group of leading companies, which allows him to develop highly specialized strategies that are needs-based rather than product-driven.
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