SUCCESS WEALTH MANAGEMENT - Key Persons

Job Titles:

• Founder
• President
• Financial Planner

Jorge is the President of Success Wealth Management, a Financial Planning & Wealth Management firm in Tampa. Due to his experience, education, and genuine care for each of his clients, Success Wealth Management grew 100% through referrals Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique Wealth Management and Financial Planning firm in Tampa, FL. With over 19 years of experience, Jorge began his career in the financial services industry in March 2002 at one of the top financial planning companies in the world. In the first nine years in his career, Jorge earned numerous awards, worked with a client-base of 398 families, and took on a leadership role mentoring new advisors in the industry. While his leadership experience working with hundreds of advisors helped Jorge become the knowledgeable and experienced advisor he is today, he found that his true passion lies in working one-on-one with his clients. He stepped down from his leadership role to devote 100% of his time working on his financial planning practice. On December 20th, 2010, Jorge founded Success Wealth Management and joined LPL Financial, the nation's largest Independent Broker/Dealer (as reported by Financial Planning magazine, June 1996-2019, based on total revenue). Over the following seven years, Jorge proudly ran his company with a boutique-like feel that was built 100% through referrals, where clients were treated as family. Since 2017, Jorge has served as a trusted Dave Ramsey SmartVestor Pro, and his vision for Success Wealth Management is to be the best financial planning firm in Tampa.

Karim Poonawala, or KP as his clients lovingly call him, is a wealth manager living and working in Orlando, Florida. He moved to Orlando (from East Lansing, Michigan) in 1985 and has lived in Central Florida ever since. He became a stockbroker almost three decades ago and has helped hundreds of clients and their families. He graduated with a degree in Business (BA) from Michigan State University and MBA with a specialty in finance from the Crummer Graduate School of Business at Rollins College. KP also holds the prestigious CFP (Certified Financial Planner) certification. KP started in the financial services industry as a Series 7 broker in June 1987. Having weathered the financial storm of Black Monday in October of 1987, he decided to obtain CFP certification and attained the prestigious designation a few years later. He started his independent firm in 1990 and has been an Independent OSJ ever since.