Jorge Luis Perez

Jorge Luis is a wealth advisor with a passion for financial planning and a dedication to helping clients achieve their financial goals. Originally from Caracas, Venezuela, Jorge moved to Florida to pursue his degree at the University of Tampa, where he studied finance and international business.

With nearly 7 years of experience in the industry, Jorge has developed a comprehensive approach to wealth advising that encompasses investments, retirement planning, taxes, and estate planning. He holds several licenses, including the SIE, Series 7, Series 66, and 2-15, and is currently working towards obtaining his Certified Financial Planner (CFP) certification.

In his free time Jorge enjoys playing soccer and truly believes in the core values of the sport – teamwork, discipline, perseverance, and strategy – and applies these principles to his work in wealth advising.

Just as a successful soccer team requires coordination and a well-thought-out game plan, Jorge works closely with clients to develop personalized financial strategies that align with their long-term goals. We are happy to have him in our “starting eleven” here at Guerra Wealth Advisors.