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Carlos J

Series 66

Apollo Beach, FL

Empower Advisory Group

Carlos Jimenez is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work history includes roles at Wise and Amscot Financial, as well as service in the United States Marine Corps. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model tied to Empower’s administrative platforms. The firm offers “point-in-time” financial plans and optional managed account solutions, operating at a large scale with a higher client-to-advisor ratio compared to many peers.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Chery V

Series 63, Series 66

Apollo Beach, FL

Empower Advisory Group

Chery Victoria is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Outside of her advisory role, she is an independent business owner involved in direct sales of travel memberships and operates as an Amazon seller. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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