Jorge Delgado, CPFA®
About Jorge
Jorge Delgado works with individuals and families navigating complex financial decisions. Having spent nearly a decade in the wind industry, he brings a firsthand understanding of the demanding realities faced by professionals in renewable energy.
His work centers on building confidence in clients’ financial futures through clear, values‑based planning, providing direction during key transitions such as job changes, liquidity events, and retirement planning. Fluent in both English and Spanish, Jorge works closely with individuals and families to provide clarity and understanding throughout the planning process.
Outside of work, Jorge stays grounded through faith, fitness, community, and family. He volunteers as a trainer at Trinity Fitness and coaches jiu‑jitsu. When he’s not working or training, he enjoys being outdoors, fishing with his kids, and spending time working on vintage Harley‑Davidsons.
Built for Professionals in Complex Environments
Services
Retirement Income Planning
Design sustainable income strategies that transition your assets into a reliable, tax-efficient stream for the long term.
Investment Management
Evidence-based portfolio design aligned with your specific risk tolerance, timeline, and family objectives.
Tax Strategy
Coordinate investment decisions and income planning to help improve efficiency and keep more of what you earn.
Estate and Legacy Planning
Structure your assets to transfer intentionally to help protect your family, values, and legacy for generations.
The Approach
Deep Understanding
Every plan is built on a foundation of truly knowing your goals, family dynamics, and personal values.
Disciplined Growth
Focus on consistency and discipline to help navigate the financial markets.
Long-Term Scalability
Strategies designed to compound and adapt as your income, equity, and goals evolve.
More About Jorge
Background
Outside of Work
- Committed to fitness and long‑term health
- Jiu‑jitsu practitioner and instructor
- Vintage Harley‑Davidson enthusiast