Broker Check
Jorge Gonzalez, CMFC, CRPC

Jorge Gonzalez, CMFC, CRPC

Managing Director

Jorge Gonzalez is a hiring sales professional who are motivated to make six figures income, and personally specializes in providing business owners solutions to increase revenue, protect their assets, reduce taxes and be able to engineer favorable succession plans.

Jorge, is the Managing Director of the Boca Raton Office, due to the rapidly growing need for our products and services, we have positions available in sales and sales management. Many of our new hires are referred by our clients, associates and also by professional networking groups; The qualities we value are: honesty, morality, strong drive to win and a sincere desire to help others. We provide all the training and support needed to help our candidates succeed. 

From 1996 to 2016, Jorge has had the opportunity to work with New York Life, Travelers Life & Annuity, Nationwide Financial, Mass Mutual, The Hartford and Metlife. He has the opportunity to learn and develop his specialty and experience working with high net worth individuals and business owners providing insurance based solutions to protect and distribute assets while helping minimize the tax burden.

Jorge is happily married to his wife Blanca of 32 years, they have two sons, Emmanuel 31 and Alejandro 23, and are the proud grandparents of five year old Veronica.

Jorge is active in his community, he is a volunteer at his church in different ministries.  

Jorge Gonzalez is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Florida, New California. Jorge Gonzalez is insurance licensed in the following states: Florida and California.

We do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.