Jorge Soriano is an Advisor for AdvicePeriod, serving as a main point of contact for many of the firm’s ultra-affluent and family office clients.
Before joining AdvicePeriod, Jorge worked at Dimensional Fund Advisors as part of the Financial Advisor Services group in Santa Monica. Prior to Dimensional, Jorge helped manage a fee-based financial planning firm that specialized in working with high net worth and mass affluent families.
Jorge earned his MBA from Duke University’s Fuqua School of Business, and his BA in economics from the University of Southern California. He is a veteran of the United States Marine Corps and is passionate about leadership and mentorship.