Crpc Jorge Bravo Cfp, Msfp

Jorge Bravo has a diverse and extensive work experience in the financial planning industry. Jorge is currently working as the Managing Director of Investments at Nationwide Planning Associates, Inc. since March 2018. Prior to this, they served as the Branch Manager Puerto Rico at Aegis Capital from January 2015 to March 2018. From September 2011 to January 2015, Jorge was a Wealth Advisor & Insurance professional at UBS. Jorge began their career in 1994 as a Certified Financial Planner at Chartered Retirement Planning Counselor, where they worked until September 2011.

Jorge Bravo CFP, CRPC, MSFP completed their education at the College for Financial Planning. In 1998-1999, they obtained their Certified Financial Planner (CFP) certification. From 2003-2004, they pursued a Master's degree in Financial Planning. Later, in 2014-2015, they obtained the Chartered Retirement Planning Counselor (CRPC) certification, specializing in Retirement Planning. Jorge also holds additional certifications, including Certified Financial Planning from the CFP Board and Chartered Retirement Planning Counselor & Certified Financial Planner from the College for Financial Planning, although the specific dates of obtaining these certifications are not provided.