Jorge Soriano is a CFP-designated registered investment advisor at Financial Optimist LLC, based in Saint Petersburg, FL, with 14 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 52 clients.
Compensation
Firm Size
IM Fee
Fee Structure
FPFG offers four comprehensive financial planning packages with ongoing services, billed monthly.
- Fundamental: Starting at $1,200/year for single individuals or $1,500/year for married couples
- Essential: Starting at $3,000/year
- Extensive: Starting at $7,500/year
- Business Consulting: $14,400 - $120,000/year
Project-based financial planning is offered on a fixed fee basis, ranging from $450 to $2,350, depending on the complexity and needs of the client.
Contact
Jorge Soriano
Location
Saint Petersburg, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Optimist LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Raymond James Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.