Jorge Alberto Valdes
Investment adviser representative at Financial Designs Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$261.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial Designs Wealth ManagementFeb 2024 to now
- Financial Design Wealth Management LLCMay 2021 to now
- Financial Designs Inc.Feb 2020 to Apr 2021
- University of MiamiSep 2017 to Dec 2022
- StudentJan 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Financial Designs Wealth Management
Legal name: Financial Designs Wealth Management LLC
$261.2MAssets managed
181Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7223563
- Firm CRD
- 314520