Full Name
Jorge Romero
Job Title
Managing Partner
Company
Destiny Family Office
Speaker Bio
Jorge A. Romero, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Managing Partner at Destiny Family Office, has been in financial services since 2004, following honorable service in the U.S. Marine Corps. He collaborates with clients focusing on lifestyle funding, tax and estate planning, risk management, family governance, and philanthropy. Jorge also chairs Destiny Wealth Partners’ Investment Committee, where his
responsibilities include shaping the firm’s investment policy formation, asset allocation strategy, manager research & selection, and portfolio performance monitoring. He holds B.As. in Political Science and Pre-Law from the University of Central Florida and is pursuing a Master’s in Financial Planning and Taxation, along with the CIMA® designation. A member of leading financial organizations such as The CFA Institute, FPA & others, Jorge is passionate about wine, polo, cycling, and traveling with his dog, RóBear. Fluent in Spanish and conversational in Italian and French, he enjoys history, linguistics, and international relations.
responsibilities include shaping the firm’s investment policy formation, asset allocation strategy, manager research & selection, and portfolio performance monitoring. He holds B.As. in Political Science and Pre-Law from the University of Central Florida and is pursuing a Master’s in Financial Planning and Taxation, along with the CIMA® designation. A member of leading financial organizations such as The CFA Institute, FPA & others, Jorge is passionate about wine, polo, cycling, and traveling with his dog, RóBear. Fluent in Spanish and conversational in Italian and French, he enjoys history, linguistics, and international relations.
