Sergio Jimenez

Sergio Jimenez

Global Legal, Wealth, Tax, and Business Counsel | United States

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Work Experience

Jimenez Wealth Multifamily Offices, LLC

CEO, Senior Wealth Advisor

2021-03-01 — Present

DeForest Abogados®

Of Counsel

2020-11-01 — Present

Animus Wealth Management, LLC.

Co-Founder, Wealth Advisor

2020-05-01 — 2021-03-01

Jimenez Wealth Legal Advisors, PC

CEO, Tax Planning Attorney

2020-03-01 — Present

New York Life Insurance Company

Corporate Vice President - Advanced Planning Group

2017-01-01 — 2020-01-01

Eagle Strategies, LLC

Financial Adviser

2017-01-01 — 2020-04-01

New York Life Insurance Company

Corporate Vice President- Latino Affluent & Advanced Markets

2015-11-01 — 2017-01-01

The Strategic Legal Group, PC

Attorney and Counselor At Law

2013-06-01 — 2015-11-01

Transamerica Financial Advisors, Inc.

Registered Representative

2005-03-01 — 2015-11-01

Skills

tax planning estate planning corporate tax planning non qualified plan drafting executive compensation

Languages

No languages available.