Jorge E. Gonzalez, CFP™
Founder, CEO, Licensed Financial Professional / Certified Financial Planner

For nearly four decades, Jorge Gonzalez has been helping clients unlock their financial potential, build enduring wealth, and gain confidence through personalized, results-driven financial planning. A trusted financial professional in South Florida, Jorge founded Synergy Financial Strategies in 2011 to provide customized solutions that empower public service employees, healthcare workers, educators, business owners, professionals, and families to navigate their unique financial journeys with clarity and confidence.

Jorge is a CERTIFIED FINANCIAL PLANNER® professional with extensive expertise in investment advisory services, life and health insurance management and general financial planning advise. With nearly 40 years of experience, his deep knowledge and steadfast commitment to client success enable him to design strategies that address even the most complex financial needs.

Born in Cuba, Jorge immigrated to the United States with his family in 1969 at the age of five. Raised in South Florida, Jorge takes immense pride in calling the region his lifelong home. A devoted husband and father of four, Jorge cherishes time spent with his family. In his leisure time, he enjoys traveling, scuba diving, fishing, and recreational flying—adventures that mirror his passion for exploring new horizons.
At Synergy Financial Strategies, Jorge and his dedicated team are passionate about simplifying the financial planning process, empowering clients to achieve their goals and secure a confident, prosperous future.