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 serves as a liaison between the record keeper, third party administrator and client to ensure the plan is compliant and running efficiently. Jorge works closely with advisors to design a plan specific to their needs and provides ongoing support such as plan health and investment reviews on a quarterly basis. Jorge graduated from the University of Miami with a degree in Economics and Entrepreneurship.
