Jorge Soriano, Cfp®, Ea

Jorge Soriano, Cfp®, Ea Email and Phone Number

Founder & CEO at Financial Optimist @ Financial Optimist
Jorge Soriano, Cfp®, Ea's Location
Greater Tampa Bay Area, United States
Jorge Soriano, Cfp®, Ea's Contact Details

Jorge Soriano, Cfp®, Ea personal email

n/a
About Jorge Soriano, Cfp®, Ea

Virtual CFP® & IRS Enrolled Agent for mission-driven couples and busy professionals reaching for financial independence!Founder/CEO at Financial Optimist | Advice-Only / Flat Fee For Service | Certified Financial Planner professional and Tax Expert | Lover of personal finance, travel rewards, deals, and helping others achieve their goals.

Jorge Soriano, Cfp®, Ea's Current Company Details
Financial Optimist

Financial Optimist

View
Founder & CEO at Financial Optimist
Jorge Soriano, Cfp®, Ea Work Experience Details
  • Financial Optimist
    Founder & Ceo
    Financial Optimist 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… Show more 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. Show less
    View
  • Gte Financial
    Certified Financial Planner
    Gte Financial Jan 2018 - Jan 2021
    View
  • Jpmorgan Chase Bank, N.A.
    Private Client Advisor
    Jpmorgan Chase Bank, N.A. May 2012 - Dec 2017
    Tampa/St. Petersburg, Florida Area
    View
  • Raymond James Financial Inc.
    Support Specialist
    Raymond James Financial Inc. Mar 2010 - May 2012
    Tampa/St. Petersburg, Florida Area
    View

Jorge Soriano, Cfp®, Ea Education Details

Frequently Asked Questions about Jorge Soriano, Cfp®, Ea

What company does Jorge Soriano, Cfp®, Ea work for?

Jorge Soriano, Cfp®, Ea works for Financial Optimist

What is Jorge Soriano, Cfp®, Ea's role at the current company?

Jorge Soriano, Cfp®, Ea's current role is Founder & CEO at Financial Optimist.

What is Jorge Soriano, Cfp®, Ea's email address?

Jorge Soriano, Cfp®, Ea's email address is js****@****usf.edu

What schools did Jorge Soriano, Cfp®, Ea attend?

Jorge Soriano, Cfp®, Ea attended University Of South Florida.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.