“Synergy Financial Strategies, Inc.,founded by Jorge E. Gonzalez, who serves as the chief executive officer of the firm. For three decades, with seven years serving as an Investment Adviser Representative, he has been helping clients optimize their financial potential, build wealth, and build confidence through sound, individualized financial planning. His knowledge and professional preparation allow him to help design confident financial strategies for educators, business owners, professionals, individuals, and their families. JORGE E. GONZALEZ is a CERTIFIED FINANCIAL PLANNER™ professional with life and health insurance licenses and variable products. The team behind Synergy Financial Strategies comprises qualified financial experts who are passionate about helping individuals and families achieve their ideal retirements. Synergy Financial Strategies, Inc. uses customized financial strategies to meet each client's financial needs. They are rooted in the community and have developed their business by creating close, personal relationships with their clients. Their goal is to help create retirement income strategies for people in or nearing retirement so they can have confidence that their income will last as long as they do.”
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