Financial Designs Wealth Management

Jorge Valdes Jr. is a CFP® professional at Financial Designs Wealth Management with two years of industry experience. He previously worked at Financial Designs Inc. and has a background connected to the University of Miami. Valdes is also an independent licensed insurance agent for health and life insurance, devoting part of his time to this business. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios through asset allocation, diversification, and periodic rebalancing, utilizing third-party money managers and a range of investment vehicles.

Jorge Valdes is a Certified Financial Planner® with over 32 years of experience in the financial services industry. He is currently with Financial Designs Wealth Management, where he has worked since 2021, following prior roles at VOYA Financial Advisors and The Leaders Group Inc. Outside of his advisory work, Valdes is involved in multiple business ventures including ownership of Financial Designs Inc. and interests in several other companies spanning life insurance and payroll services. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios with a focus on asset allocation, diversification, and regular rebalancing, and utilizes third-party money managers and separately managed accounts to implement client strategies.

Jennifer Valdes is a CFP® professional with six years of industry experience, currently serving as an advisor at Financial Designs Wealth Management since 2021. Prior to this, she was associated with Gentrust, LLC from 2015 to 2021. Valdes is also involved as the owner of Financial Designs Private Wealth LLC, a holding company with minority ownership in Financial Designs Wealth Management and Financial Designs Legacy LLC, an insurance business. Financial Designs Wealth Management provides wealth management and portfolio management services to individuals, trusts, corporations, and retirement plan sponsors. The firm emphasizes personalized portfolios through asset allocation, diversification, and periodic rebalancing, utilizing third-party money managers and a range of investment vehicles.