WEALTH MANAGER

956.250.4505
JORGE.ESCOBEDO@CETERAIS.COM
1801 S. 2ND STREET 6TH FLOOR
MCALLEN, TX 78503

As a financial advisor, Jorge is responsible for assessing client
circumstances and providing individualized, highly strategic
investment consulting. He guides clients through each financial
stage of their life using a goal-based process. This process
includes evaluating a client’s current financial and life situation
while analyzing their needs and assessing their risk tolerance.
He then recommends strategies clients can use to pursue their
financial goals and objectives. These comprehensive strategies
include solutions for current income, money for the future,
leaving a legacy, assets allocation, retirement planning,
education planning, portfolio management and managing
risk with life, liability and long-term care insurance.

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