Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Alonso is a registered Investment Advisor Representative with Confluence Capital Advisors, LLC, based in Encino, California. Jorge has been in the industry since October 2013 and has a specialization in providing financial planning and portfolio management services to individuals. Jorge also consults for a medispa business. The firm primarily serves high-net-worth individuals and other individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/08/2019 - Present
Confluence Capital Advisors, LLC (Encino CA)
Active
Inactive
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