Jorge Delgado, CPFA®

As a dedicated wealth manager and Certified Plan Fiduciary Advisor™, I believe that great planning starts with truly understanding the people we serve. I’m passionate about staying ahead of the curve in our ever-evolving financial world, continually pursuing education to ensure my clients benefit from the most current strategies available.

Outside of the office, I’m a proud husband and father of three — family is the heartbeat of my life. Health and wellness are also cornerstones of who I am. I serve as a trainer at both Trinity Fitness, a faith-based gym that builds strength through community, and Kingman Martial Arts, where I help others grow through the discipline of jiujitsu.

Alongside my incredible team, I’m driven to deliver personalized financial planning tailored to each client’s unique goals. Whether we’re guiding you through estate strategies, navigating complex tax planning, or helping you build long-term financial confidence, we are here to serve — not just with expertise, but with heart.