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Jorge A

Series 63, Series 66

Coral Gables, FL

Impact Partnership Wealth, LLC

Jorge Arias is a financial advisor at Impact Partnership Wealth, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Royal Fund Management, Cambridge Investment Research, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Arias is also the president and owner of Arias-Del Campo Financial Group Inc., a licensed insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 89 advisors. The firm offers a range of model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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