Get to know Jorge Cruz


Jorge Cruz Investment Advisor Representative

Jorge is passionate about helping families in San Antonio build wealth and live a comfortable life in retirement through sound investments and financial planning.

With more than 20 years of experience in business sales, Jorge works closely with clients, taking time to listen to them and gain a complete understanding of their needs before building a customized financial plan designed to meet their goals. He also utilizes estate and tax planning resources to provide a comprehensive solution to clients and help them transfer wealth in the most effective way possible when the time comes.

Jorge graduated from the University of Louisiana Monroe (formerly Northeast Louisiana University), where he earned his marketing degree with a minor in management. He holds his life insurance license and has passed the Series 7 and 66 securities exams.

Jorge and his wife, Kari, have two daughters, Jessica and Vanessa. Their family also includes three dogs: Abby, London and Leo.