Jorge I. Blanco CFP®, AIF®, AWMA®, CRPC®, CPFA, CEPA®

Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique wealth management and financial planning firm in Tampa, FL.

Please note: I am accepting a limited number of new clients at this time.

Jorge began his career in financial services in March 2002 at Ameriprise Financial. Over his first nine years, he built a client base of 398 families and took on a leadership role mentoring new advisors.

Through that leadership work, Jorge coached hundreds of advisors and built thousands of financial plans for their clients. The experience made clear that what he wanted was the one-on-one client relationship. He stepped down from the leadership role to focus entirely on his own planning practice.

The financial crisis reshaped how large firms operated. Across the industry, service models were standardized in ways that narrowed the ways advisors could work with clients and whom they could take on. Jorge wanted to make those decisions himself.

On December 20, 2010, Jorge founded Success Wealth Management and joined LPL Financial, the nation's largest independent broker/dealer (as reported by Financial Planning magazine, June 1996-2025, based on total revenue). He built the firm entirely through client referrals.

In 2017, Jorge joined Dave Ramsey's SmartVestor program serving Tampa and Hillsborough County. His coverage expanded to Clearwater and Pinellas County the following year, and he entered the Sarasota market in January 2023.

When his colleague Daniel Pappas moved to Miami Beach, the practice extended its SmartVestor coverage into the Miami area.

A personal note from Jorge:

I'm a proud nerd who, in my youth, was a competitive chess player. At 16, I became Venezuela's National Chess Champion. In 1993, I competed in the World Youth Chess Championship in Bratislava, Slovakia, where I scored 5.5 points out of 11 and finished 36th in the world. Both of my parents earned doctorate degrees, so the value of education was instilled in me early, to the point that I graduated summa cum laude with a Bachelor of Science in Financial Planning.

The two sides of my family came from very different places. My father's father was a construction worker. He never earned a college degree, and he was one of the wisest people I have known. He served his country, provided for his five children, and was a religious man beloved by everyone whose life he touched. My mother's father was an entrepreneur, and from him I learned that success is not something that simply happens. It takes hard work, grit, and perseverance.

The love my parents, grandmothers, aunts, uncles, and cousins gave me growing up taught me the value of family. Today, I share my life with my wife, Amanda, and my daughters, Jovi, Liviana, and Giselle, whose love pushes me to be the best man I can be.

Professionally, I work from the belief that there is a personal story behind every client, and I genuinely want to hear it, along with everyone else who is part of it. We have all made mistakes with money, but learning from them is how we grow. That is why I find this work fulfilling. It is not about the numbers. It is about helping people. I love what I do!

QUALIFICATIONS / LICENSE INFORMATION:

• Bachelor of Science in Financial Planning, summa cum laude
• CFP® CERTIFIED FINANCIAL PLANNER™
• AIF® Accredited Investment Fiduciary
• AWMA® Accredited Wealth Management Advisor
• CRPC® Chartered Retirement Planning Counselor
• CPFA, Certified Plan Fiduciary Advisor
• FINRA Series 7 Registration with LPL Financial
• FINRA Series 66 Registration with LPL Financial and IHT Wealth Management
• FL 2-15 ~ Life, Health, Variable Annuity Insurance License