Jorge Soriano, CFP®

Saint Petersburg, FL

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • Monthly Subscription


  • One Time Fee


  • Hourly


Typical Fee (Computed Monthly) *
Ideal Clients
  • FIRE
  • Business Owners
  • Families with Children
  • Young Professionals
  • Travelers
Areas of Specialization
  • Retirement
  • Tax Strategies
  • Small Business
  • Social Security
  • Pre-Retirement Planning

Jorge Soriano is the founder and CEO of Financial Optimist, a financial and tax planning firm

committed to providing financial services to clients regardless of their age or accumulated assets.

Jorge loves all things strategy, optimization, personal finance, travel rewards—and a good deal—all

while recognizing that relationships are top priority in everything he does.

After spending the first decade of his career working for financial firms in Tampa Bay, he knew it was

time to launch his own company. He founded Financial Optimist to guide motivated professionals and

mission-driven couples to build solid relationships with their money and create financial planning

strategies that are designed to grow wealth. He became a CERTIFIED FINANCIAL PLANNERTM and an

IRS Enrolled Agent professional to help others pursue their goals, with a commitment to keeping

things simple, with no fancy financial jargon or complex investment terms. He is passionate about your personal vision and goals, and how he can help you on your way to financial success. One of the

most important things to know about him is that he cares, and he cares a lot.

When asked what defines success, Jorge replies, “A healthy, balanced lifestyle; enjoying quality

family time; and providing the best advice for my clients to better themselves in life, all while making

a difference in the community. If you do what you love, you will never work a day in your life. I’m

passionate about helping others live a life they’re proud of.” With the heart and passion of a teacher,

he was destined to help others in one form or another.

Outside the office, Soriano has been an advocate for the University of South Florida and nationally

recognized financial literacy organizations such as Junior Achievement, Foundation for Financial

Planning, and Family Reach. When not helping clients, or supporting the local arts, you

can find him playing board games or enjoying outdoor activities (pickleball anyone?) in sunny St. Pete.

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.