Meet The Team
The team behind Synergy Financial Strategies is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jorge E. Gonzalez, CFP™
Founder, CEO
For three decades, with seven years serving as an Investment Adviser Representative, Jorge Gonzalez has been helping clients optimize their financial potential, build wealth and help build confidence through sound, individualized financial planning. A well-respected financial professional in South Florida, Jorge founded Synergy Financial Strategies in 2011. His experience and professional preparation allow him to help design confident financial strategies for educators, business owners, professionals, individuals and their families.
Jorge is a CERTIFIED FINANCIAL PLANNER™ professional with licenses in life and health insurance and variable products. He also is an Investment Adviser Representative.
Jorge was born in Cuba and moved with his family to the United States in 1969, when he was 5 years old. He was raised in South Florida, where he is proud to call his home. He loves to spend time with his wife and four children. In his free time, Jorge enjoys traveling, scuba diving, fishing and recreational flying.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
