Jorge Cordova, MBA
Experience financial resources directed by your values and toward your goals.
In his financial practice, Jorge uses what he likes to call, “The Financial GPS.” This means that, as is the case on a road trip, people can get to their destinations without a plan, but oftentimes, it may not be the most efficient way possible. With this in mind, Jorge developed “The Financial GPS” to use with his clients to get to their goals in the optimal way, considering all the resources in their financial picture. He applies this approach to individuals at each stage of their financial trip to help them reach financial freedom.
But what do we really mean by “financial freedom?” Jorge describes it as a wide range of possibilities and people having the liberty to choose from any of them—the one that they want the most at any specific moment of their lives. How many times have you thought, “Was that the only choice I had?” That is exactly the phrase that he and his team work against.
In short, Jorge leverages his unique experiences to create purposeful, optimized financial advice for each client that he works with. He enjoys working with individuals who seek a financial ally who understands their unique needs for financial success. Using this understanding of their needs along with a strong passion for teaching and helping others, he builds and manages specific, actionable steps that help his clients along their financial trip.
Since high school, Jorge has fostered a strong interest in business and how finances work within businesses. This passion drove him to pursue a Business degree with a concentration in Finance from the University of Lima. He then continued his formal education by attaining an MBA in Spain in 2020 and became a successful financial business owner himself. Now in the United States, he works with a wide variety of North Star specialists to deliver uncompromised, purpose-driven financial advice to a large client base.
Jorge makes his home in Austin, TX. In his free time, he enjoys participating in a wide variety of sports and traveling with his wife, along with pursuing any type of learning or professional development opportunity. Very much living by the mantra of, “If you’re the smartest person in the room, you’re in the wrong room,” Jorge considers himself a lifelong learner, and he loves to incorporate that way of thinking into his practice.
- FINRA Series 7 and 66 registered
- TX Life & Health licensed
- Bloomberg Market Concepts Certification
- Comprehensive financial planning
- Wealth management
- Risk management
- Education funding
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.