Recognitions & Rankings for Destiny Wealth Partners

Meet Your Financial Advisor

Jorge A. Romero, CFP®

Senior Wealth Advisor & Partner

Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He began his career in the financial services industry in 2004 after having served honorably in The United States Marine Corps. Jorge works closely with clients and their families to develop & implement comprehensive wealth management solutions designed to help clients achieve their goals. His areas of focus include lifestyle funding and cash flow analysis, tax planning, estate planning, risk management, family governance and philanthropic planning.

In addition to working directly with clients & their families, Jorge also leads Destiny Wealth Partners’ Investment Committee, where his responsibilities include shaping the firm’s investment policy formation, asset allocation strategy development, manager research & selection, and portfolio performance monitoring.

Jorge received his Bachelor of Arts in Political Science, and Pre-Law along with a Minor in Latin American Studies from The University of Central Florida and is currently pursuing a Master of Science in Financial Planning and Taxation along with the Certified Investment Management Analyst (CIMA®) designation. He is a member of The CFA Institute & CFA Society of Orlando, The Financial Planning Association of Central Florida, The Investments & Wealth Institute, as well as the Estate Planning Council of The Villages®.

In his spare time, Jorge enjoys learning about Wine, and traveling with his friends & family - which also includes their Coton de Tuléar puppy, RóBear. Jorge is an avid reader of history, international relations, and linguistics books; he speaks Spanish, some Italian, and French, and is always exploring new languages. He is also an endurance cyclist, often riding his road bike or Peloton® to raise funds & awareness for charities such as No Kid Hungry®, UNICEF, and The National Multiple Sclerosis Society®.

Getting to Know Jorge
What’s Your Favorite Food:Aged Prime Steak
If I Could Meet Anyone, Past or Present, It Would BeAlbert Einstein
Favorite Book: One Hundred Years of Solitude
Favorite Movie or TV Show: Forrest Gump
What Motivates You?: Solving Complex Problems
Favorite Holiday:Festivus
Name Something on Your Bucket List:Learn to speak Farsi
Place You’d Most Like to Visit: The Mariana Trench

 

How We Help - Our Services

Retirement Planning

We develop personalized retirement income plans through our innovative approach which replaces conventional evaluations with a new statistical method. Our goal is to help you enjoy your wealth throughout your lifetime through a combination of financial, estate and longevity planning.

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Private & Public Investing

We proactively manage a curated lineup of public & private investment opportunities, including access to some not typically available to individual investors; our clients’ allocations are optimized across cash, fixed income, global equities, alternatives, thematic equities, and illiquid investments, as appropriate for your situation.

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Tax Strategy & Planning

We can help analyze completed tax returns, develop tax projections, utilize tax loss harvesting and charitable gift planning, and coordinate with your tax professionals to help you avoid costly mistakes.

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Estate Planning & Private Trust Services

We review existing estate planning documents and can, as needed, collaborate with private legal counsel to help you create your estate plan.  As needed, we also provide access to corporate trustee services through Destiny Private Trust, a trust representative office of National Advisors Trust Co.

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Private Banking Services

We coordinate day-to-day portfolio distributions and cash management, portfolio lending services, and assist clients by leveraging our external banking relationships.

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Multi-Generational Wealth Planning

We help guide your wealth across generations; our team focuses on developing customized solutions to help empower the next generation and prepare loved ones to manage transferred wealth.

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Consolidated Financial Strategy & Reporting

How nice would it be to have all your investments consolidated, your legal and tax documents digitally archived, with documents warehoused alongside? What would this mean to a “less-involved” spouse, or other surviving family members? We help you enjoy the luxury of time by creating peace of mind; our team is your first call for any financial decision making.

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Family Goverance Strategy

Governance and education start with identifying what matters to you the most – your values, goals, interests, and needs. Our personalized approach is designed to protect your legacy and help you achieve your family’s long-term objectives.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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