ABOUT JORGE PEREZ
The son of a former Cuban political prisoner who was released to the United States with his wife and young child in 1967, Jorge Perez has experienced the full promise of the American dream. As founder of Soper, Perez & Associates*, Jorge Perez has served as president of his independent insurance firm since 1990, garnering extensive expertise in all facets of the insurance industry in the process. His three decades in the insurance industry guide Jorge in providing clients with the sound professional judgment needed to help them meet their goals. Over the years, he has ensured that his firm focuses on honesty, integrity and concern for his clients’ insurance needs.
A graduate of Wayne State University School of Business Administration, Jorge has extensive training in the insurance and financial services fields. He has earned the Licensed Underwriter Training Course (LUTC) designation, and participates in continuing education through memberships in the National Association of Insurance and Financial Advisors (NAIFA), National Association of Professional Insurance Agents (PIA), and the Trusted Choice agents’ group. His track record includes several National Quality Awards and seven President’s Club Awards for production from 1999–2010, resulting in the esteemed Hanover Million Dollar Club award. He has also earned membership in the Million Dollar Round Table’s TOP of The Table, a designation achieved by only .5 percent of all financial services professionals.
Jorge is an active member of his community in Winter Springs, Florida, where he lives with Karen, his wife of 32 years. Jorge has been active in youth sports with his children as well as youth activities in his church. His charity work includes the March of Dimes and a personal interest in the Alzheimer’s Foundation as a result of his late father’s illness.
ABOUT DMG FINANCIAL
First established in 1993, DMG Financial was created to help clients achieve their most cherished goals through personalized financial planning services and a wide range of quality financial products. Today, DMG Financial has evolved to include a team of affiliated financial professionals from coast to coast. Working together, the advisors of DMG Financial offer the expertise, planning techniques, and products to serve businesses, individuals, and families.
*Insurance products provided through Soper Perez & Associates. Not affiliated with Royal Alliance.
Copyright 2015 DMG Financial. All rights reserved. Main office: 7800 S. Elati Street, Suite 205, Littleton, Colorado 80120 • 800-983-4448. Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Investment advisory services offered through New Century Financial Group, LLC, a registered investment advisor, dba DMG Financial, not affiliated with Royal Alliance Associates. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.