With more than 15 years of experience in the financial services industry, Jorge F. Alifonso Castro, ChFC, is a seasoned wealth management advisor dedicated to helping individuals, families, and businesses design and implement financial plans tailored to their unique values and goals. His expertise spans a wide range of financial services, including financial independence, college funding, asset allocation, wealth management, estate planning, charity work, and travel. By crafting customized strategies for each client's specific needs, Jorge empowers his clients to achieve lasting financial success.
In addition to his client-focused practice, Jorge is passionate about training and mentoring the next generation of financial professionals. Through training and coaching he plays an active role in developing other financial professionals, helping to ensure that the future of financial advisory remains strong in PR.
Jorge holds several key FINRA licenses, including Series 6, Series 7, Series 24, Series 63, and Series 65. He is also licensed in Puerto Rico for Life Insurance, Variable Life Insurance, Annuities, Disability Insurance and Property and Casualty Insurance.