Jorge Soriano

Experience and Education

Jorge provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jorge served as a partner advisor at AdvicePeriod, where he oversaw all advisory and service-related deliverables and helped implement customized investment and planning strategies. He also spent time with Dimensional Fund Advisors, supporting high-net-worth and mass-affluent families. A proud veteran of the United States Marine Corps, he served for six years and was honored with the Navy and Marine Corps Achievement Medal and the Combat Action Award.

Jorge holds a bachelor’s degree in economics and graduated with honors from the University of Southern California. He has an MBA from Duke University, earning the Distinguished Service Award for contributions to the business school.

Personal Interests

Away from the office, Jorge enjoys spending time with his French bulldog, Lady, and traveling the world. He is also an avid sports fan and passionate about leadership and mentorship.