Team
At Vital Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Retirement saving and distribution strategies
- Estate conservation strategies
- Risk management review
We also can answer your questions, including:
- Can I retire early?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
Julio Soria
President / CEO
Daniela Sosa
Vice President of Operations
Henry Ortiz
Managing Director
Henry Ortiz is a native New Yorker who began his career as a Financial Services Professional in 2005 in Boca Raton, FL. With over 9 years of experience, he has worked with companies such as Guardian, MassMutual and National Life Group....
Dan Sheehan
Managing Director
561-613-4910
In 2017, Dan is celebrating his 30th year in the Financial Services industry. He started his career in 1987 working with individual clients providing advice on solving a variety of financial challenges. After several years developing...
Jorge Gonzalez, CMFC, CRPC
Managing Director
561-613-4910
Jorge Gonzalez is a hiring sales professional who is motivated to make six figures income, and personally specializes in providing business owners solutions to increase revenue, protect their investments, reduce taxes and be able to...