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