Larson Financial
Jorge Ruiz Gomez is an experienced financial planner, currently working at Larson Financial since July 2021, where the focus is on developing tailored financial plans for physicians and dentists. Prior to this role, Jorge served as a financial consultant at Equitable Advisors and AXA Advisors, LLC, from June 2020 to August 2021 and February 2018 to June 2020, respectively, emphasizing personalized financial strategies across various areas such as retirement planning and wealth management. Earlier career experience includes special projects at Gulliver Schools and food service supervision at Aramark. Jorge holds a Bachelor of Business Administration in Finance from Keiser University and attended Miami Dade College.
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Larson Financial
Larson Financial's reputation for excellence is built on our long-term commitment to responsible financial management for medical specialists. Using a personalized, comprehensive planning approach, our primary goal is to help doctors successfully navigate through their many unique financial options. We specialize in helping physicians protect and accumulate assets by providing services like: Asset Protection, Investment Management, Tax Planning, Employee Benefits & Pensions, Practice Management, Retirement Planning, Contract Negotiation, Mortgage Planning, Risk Management, and Estate Planning Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC. Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.