Jorge A. Romero,  CFP<sup>&reg;</sup> - Financial Advisor

Jorge A. Romero, CFP®

Senior Wealth Advisor

Carson Wealth Management

2520 Burnsed Blvd, Suite 25250
The Villages, FL 32163

Carson Wealth Management

620 N. Denning Dr.
Winter Park, FL 32789
FINANCIAL ADVISOR'S WEBSITE
(352) 385-7705 CONNECT WITH Jorge
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General

Jorge Romero is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carson Wealth Management in The Villages, FL and the surrounding communities.

Financial Advisor Overview

Carson Wealth Management is an independent, Registered Investment Advisory firm that takes the time to understand our clients and their needs. We manage individual and corporate wealth, as well as the assets of select endowments and foundations. We take our fiduciary responsibility very seriously. Decisions are made with our client’s best interests in mind, and we are committed to serving each one with the highest standards of integrity and care.

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Financial Advisor Experience

Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a senior member of the Investment Management Committee at Carson Wealth Management, a nationally recognized Independent Private Wealth Management & SEC Registered Investment Advisory firm serving clients nationally. He began his career in the financial services industry in 2004 after having served honorably in The United States Marine Corps. As an Senior Wealth Advisor, Jorge’s focus is on the establishment of deep and long-lasting relationships with clients & their families by addressing their goals and dreams through a comprehensive and disciplined financial planning process designed to plan around the various dimensions of clients' financial lives. Jorge also consults on a variety of personal financial topics such as asset allocation research, portfolio analysis & risk management, and retirement & estate planning. In 2008, Jorge received his B.A. in Political Science and Pre-Law along with a Minor in Latin American Studies from The University of Central Florida. Jorge is currently pursuing a Master of Science in Financial Planning and Taxation and is a member of The Financial Planning Association of Central Florida. In his spare time, Jorge enjoys spending time with his family; he is also an avid reader of history, foreign policy, and linguistics books. Jorge speaks Spanish, some Italian, and French and is trying to learn Farsi amongst other things.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Investment Management, Estate Planning, Government & Military, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources