Jorge Soriano is a Partner Advisor at AdvicePeriod. He has been advising clients for over 12 years, primarily focusing on comprehensive wealth management for individuals and families. He oversees all advisory and service-related deliverables and helps design and implement all investment and planning recommendations.
Before joining AdvicePeriod, Jorge worked at Dimensional Fund Advisors as part of the financial advisor services group. Prior to Dimensional, he helped manage a registered investment advisory firm that specialized in working with high-net-worth and mass affluent families.
Jorge received his bachelor’s degree in economics with honors from the University of Southern California. He earned an MBA from Duke University, where he was awarded the “Distinguished Service Award” by his graduating class for his contributions to the business school. Jorge is also a veteran of the United States Marine Corps, where he served for six years, attaining the rank of sergeant and receiving numerous awards, including the Navy & Marine Corps Achievement Medal and Combat Action Award.
Outside of the office, Jorge is an avid sports fan and is passionate about leadership and mentorship. He enjoys spending time with his French bulldog, Lady, and traveling the world.