Jorge I. Blanco

Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique Wealth Management and Financial Planning firm in Tampa, FL.

He began his career in the financial services industry in 2002 at Ameriprise Financial, one of the top financial planning companies in the world.  Over the first 9 years in his career he earned many of the firm’s top awards.  While servicing a client base of 398 families, he worked as an Advisor Coach where he would mentor new advisors in the industry.  He helped Ameriprise develop training modules and product presentations that were used to train new advisors across the country.

Although the years of experience in his leadership role helped Jorge become the advisor he is today, he found that his true passion lay in working with his clients.  He stepped down from coaching and devoted 100% of his time working on his financial planning practice.  In order to deliver the type of service his clients deserved, Jorge decided to reduce the number of families he personally worked with.  In December 20th, 2010 Jorge founded Success Wealth Management and joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning magazine, June 1996-2017, based on total revenue).

Coming from parents who were both Professors, education was instilled in Jorge’s upbringing.  Jorge believes that in order to grow personally and professionally, we must continue to learn.  He graduated Summa Cum Laude with a Bachelors of Science in Financial Planning.  He has also earned the prestigious professional designations of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC®).

In his youth, Jorge was an avid chess player. At the age of 16 he became Venezuelas National Champion and competed in the Youth World Chess Championship in Bratislava, Slovakia where he ranked 42nd in the world.  Today, Jorge enjoys playing competitive soccer, spending time with his wife and family, and exploring new places around the world.

QUALIFICATIONS / LICENSE INFORMATION:

• FINRA Series 7 Registration with LPL Financial
• FINRA Series 66 Registration with LPL Financial and Independent Financial Partners
• FL 2-15 ~ Life, Health, Variable Annuity Insurance License
• CFP® CERTIFIED FINANCIAL PLANNER™
• AIF® Accredited Investment Fiduciary
• AWMA® Accredited Wealth Management Advisor
• CRPC® Chartered Retirement Planning Counselor

CRPC® conferred by College for Financial Planning

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

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