GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Jorge Casariego
Jorge P. Casariego, CFP®, ChFC®, CEPA®, is a Founding Partner and Private Wealth Advisor who works primarily with business owners and entrepreneurial families on integrated wealth management and long-term financial decision-making.
A Miami native,...
ABOUT JORGE
Jorge P. Casariego, CFP®, ChFC®, CEPA®, is a Founding Partner and Private Wealth Advisor who works primarily with business owners and entrepreneurial families on integrated wealth management and long-term financial decision-making.
A Miami native, Jorge began his career in financial services while attending the University of Miami where he graduated with degrees in Finance and Marketing. His experience shaped a planning-first approach focused on coordinating investments, tax-aware strategies, risk management, and business transition planning into a single, cohesive framework.
As a co-founder, Jorge helps guide the firm’s strategic direction and collaborative culture, ensuring clients benefit from disciplined thinking and coordinated advice. He is known for his clarity, strategic mindset, and ability to translate complexity into practical decisions that support lasting outcomes.
Jorge lives in Miami with his wife, Priscilla, and is actively involved in community and nonprofit work. Outside of the office, he enjoys spending time outdoors, traveling, and being with family and friends.