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Alejandro M. Jerez

CPWA®, CFP®, AWMA®

Financial Planner

About Alejandro M. Jerez

Meet Alejandro

Alejandro M. Jerez leads the Miami office of Heritage Financial Consultants. He offers comprehensive financial planning for families, individuals, and businesses with regards to investments, retirement, legacy planning, charitable giving, and insurance strategies.

Alejandro’s mission is to offer personally tailored solutions for all his clients based on their unique circumstances, goals, and vision, with an emphasis on being cost effective, tax efficient, and highly transparent. Alejandro’s experience is extensive. He has served as Client Relationship Manager under the Founder of Heritage Financial Consultants; as President of his own wealth advisory firm in South Florida; and is currently the President of the Chile-U.S. Chamber of Commerce in Miami (formerly Vice President and Treasurer).

Alejandro has a strong passion for leadership, professional development, and community service. He serves as a mentor to aspiring advisors as part of the Lincoln Financial Leadership Preparation Program. He also advocates for special needs research in conjunction with The WOW Center Miami, a day training center that serves adults with developmental disabilities. When he isn’t working or volunteering in the community, Alejandro likes to travel and spend time with family.

Certifications
  • Certified Private Wealth Advisor® professional
  • CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
  • Accredited Wealth Management Advisor℠ professional
  • FINRA Series 7 and 66 registered
  • Life, Health, and Annuities registered
Education
  • B.S., The Wharton School at the University of Pennsylvania
Community Involvement
  • Chile-U.S. Chamber of Commerce
  • The WOW Center Miami
  • Financial Planning Association of Florida  
Alejandro M. Jerez's Team
Claudia M. Jimenez

Claudia M. Jimenez

Planner Assistant

Primary Clients or Industries

Families

Individuals

Businesses

Primary Service Areas

Comprehensive financial planning

Investment management

Retirement planning

Risk management and insurance strategies

Estate and tax planning

305-570-1816

305-570-1906

9100 S. Dadeland Blvd, Suite 300, Miami, FL 33156