Jorge Hernandez is the founder and CEO of Fortune Financial Group; a full service financial advisory firm designed to help individuals, families, and organizations understand their financial options in today’s changing times.
Jorge’s firm provides risk assessment, estate planning, investment advice and asset management. They also offer strategies to optimize qualified accounts, pensions, savings and social security to create a secure future for his clients.
Jorge is a popular speaker conducting financial workshops to the community, churches and businesses. He Graduated from the University of La Verne with a degree in English. He also received his Juris Doctorate and worked for a law firm overseeing the Estate Planning Department. He began his financial career as a Registered Representative with Transamerica. During this time he decided to head his own practice and began Fortune Financial Group as he realized the strategies of the past may no longer be enough to help clients thrive in retirement.
Jorge and his wife, Vivienne, have been married for over 25 years and are proud parents of Sebastian, Nicolas, and Marissa. In addition to spending time with family and friends, Jorge enjoys outdoor activities such as golfing, fishing, camping, basketball and grilling.
Elizabeth Gonzalez is a Financial Professional who genuinely cares about the financial well-being of others. Being a single Mom to her daughter Natalia, makes helping families especially important to her. After a 19-year career in corporate America, with a successful business to business profession, she chose to resign and pursue her passion, protecting families and businesses alike.
Her business experience has allowed her to work with business owners and employers to establish and benchmark employee benefit plans. She especially enjoys helping educators understand their 403b by generating a customized gap analysis report that details their path to retirement. Given the impact that educators have in cultivating our future leaders, ensuring they are on the right trajectory is extremely important. She is committed to providing proper financial education and ensures her clients are aligned with the most competitive resources. Your financial future will be trusted in her care and there is no doubt that you will walk away feeling confident that you are in the right hands. Feel free to reach out schedule a free consultation.