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Jorge Salazar, CFP®

Principal

Chicago

Client Advisory

Biography

Jorge is a Principal in the Chicago office. He is a member of the Executive Financial Counseling team, responsible for providing financial planning, investment management, estate planning and tax services.

Prior to joining Cerity Partners, Jorge was a fund accountant at The Northern Trust Company, performing investment accounting, valuation, and analysis for an array of investment vehicles. He has held positions in wealth management and financial counseling with both UBS and Ayco, a Goldman Sachs Company. His primary responsibilities included preparing investment, estate planning, and employee benefits reports.

 

Education

  • BBA with a double major in Finance and Information Systems and a minor in International Business from Loyola University Chicago

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.