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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

(954) 615-1980

[email protected]

With over 22 years of experience in the Insurance Industry, Julio Soria is the Founder, President/CEO of Vital Financial Group. He joined National Life Group in July of 2012 as an Executive Managing Director (General Agent). He is...
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Daniela Sosa

Vice President of Operations

(954) 615-1980

[email protected]

Daniela Sosa joined National Life Group in Miami, FL in 1984. She has over 30 years of experience as our Office Manager. She currently has the role as our Vice President of Operations at Vital Financial Group and Office Manager. She...
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Henry Ortiz

Managing Director

(561) 613-4902

[email protected]

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....

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Dan Sheehan

Managing Director

561-613-4900

561-613-4910

[email protected]

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...

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Jorge Gonzalez, CMFC, CRPC

Managing Director

561-613-4900

561-613-4910

[email protected]

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...

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