Jorge Soriano (CFP®, EA)


Jorge Soriano focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice without Ongoing Management
- Real Estate Investments
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice without Ongoing Management
- Real Estate Investments
NAPFA Start Date
January 27, 2021