Jorge Soriano, CFP®, EA Financial Optimist

About Jorge Soriano, CFP®, EA

Jorge Soriano is the founder and CEO of Financial Optimist, not just a fee-only, but an advice-only financial planning firm committed to providing financial services to clients regardless of their age or accumulated assets. Jorge loves all things strategy, optimization, personal finance, travel rewards—and a good deal—all while recognizing that relationships are top priority in everything he does.

After spending the first decade of his career working for financial firms in Tampa Bay, he knew it was time to launch his own company. He founded Financial Planning For Good to guide motivated professionals and mission-driven couples to build solid relationships with their money and create financial planning strategies that are designed to grow wealth. He became a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent professional to help others pursue their goals, with a commitment to keeping things simple, with no fancy financial jargon or complex investment terms. He is passionate about your personal vision and goals, and how he can help you on your way to financial success. One of the most important things to know about him, is that he cares, and he cares a lot.

When asked what defines success, Jorge replies, “A healthy, balanced lifestyle; enjoying quality family time; and providing the best advice for my clients to better themselves in life, all while making a difference in the community. If you do what you love, you will never work a day in your life. I’m passionate about helping others live a life they’re proud of.” With the heart and passion of a teacher, he was destined to help others in one form or another.

Outside the office, Soriano has been an advocate for the University of South Florida and nationally recognized financial literacy organizations such as Junior Achievement, Foundation For Financial Planning, and Family Reach. When not helping clients, volunteering, or supporting the local arts, you can find him playing board games or enjoying outdoor activities in sunny St. Pete.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Advice-Only
  • FIRE (Financial Independence Retire Early)
  • Young Families

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $1200+/engagement
  • Hourly Fee: $180+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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