Jorge Padilla, CFP®

Jorge Padilla is a skilled Wealth Advisor with a passion for providing clarity and guidance in addressing intricate financial challenges.

His diverse roles encompass being an Advisor, a Designer, a Coach, and a Manager, where he leverages his deep knowledge and specialty in wealth management, financial planning, and life planning.

With a strong focus on High Net Worth Individuals, Jorge excels in areas ranging from portfolio management to alternative investments, cryptocurrency, and digital assets.

He is well-versed in Cross Border Planning, Relationship and Business Development, Estate Planning, Trusts, Investment Management, Risk Management, Cash Flow Management, and Business Succession and Wealth Transfer.

Jorge's educational background includes studies in Statistics for Business and Economics, Organizational Leadership, CIMA Education Program, International Tax and Financial Services, and Business Administration with concentrations in Finance, Marketing, and Personal Financial Planning.

His professional experience spans across notable organizations like Meira Wealth, where he serves as the CEO and Senior Client Advisor, and The Lubitz Financial Group, where he held various positions including Senior Client Advisor and Investment and Planning Associate.

Jorge Padilla's expertise extends to Marketing Strategy, Strategic Planning, Due Diligence, and serving International Clients, making him a versatile and valued professional in the finance industry.

His dedication is evident through past roles such as Office Administrator at Spencer & Spencer, P.A., and Academic Tutor at Winthrop University, showcasing his commitment to both professional excellence and academic mentorship.