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Jorge S
CFP®, Series 66
Saint Petersburg, FL
Financial Optimist LLC
Jorge Soriano is a CFP® professional with 15 years of experience in the financial services industry. He is the principal advisor at Financial Optimist LLC, an independent firm he has led since 2022. His prior experience includes roles at Intuit, GTE Financial, and JP Morgan Chase Bank. In addition to his advisory work, he serves as a Tax Live Expert for a national tax software provider. Financial Optimist LLC offers comprehensive financial planning, investment consultation, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only, project-based model and emphasizes a planning-centric approach without managing client assets or accepting custody of funds.
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