Jorge Valdes Jr. is a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA®) who specializes in 401(k)s and retirement planning. He supports Dynamic as a liaison between the record keeper, third party administrator and employer to ensure the plan is compliant and running efficiently. Jorge works closely with Dynamic advisors to design a plan specific to their clients’ needs and provides ongoing support, including participating in the fiduciary advisor’s investment committee, and with quarterly plan health and investment reviews. Jorge graduated from the University of Miami with a degree in Economics and Entrepreneurship.
He is a registered investor advisor representative of Financial Designs Wealth Management, LLC, a Florida-based independent investor advisor unaffiliated with Dynamic.
