Director of New and Apprentice Financial Professionals
Alejandro M. Jerez leads the Miami office for Heritage Financial Consultants, LLC and runs his own Financial Planning & Investment Advisory practice. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and has obtained the Certified Private Wealth Advisor® designation administered by the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business. He offers comprehensive financial planning for families, individuals, and businesses with regards to investments, retirement, legacy planning, charitable giving, and insurance strategies.
In April 2021, Alejandro accepted the role of Director of Apprentices for the Financial Professionals Group within Lincoln Financial. In this role, he oversees the Apprentice Program by providing coaching, development, and mentorship to the new financial professionals within our program across the country.
Alejandro has a strong passion for leadership, professional development, and community service. He is currently the President of the Chile-U.S. Chamber of Commerce in Miami. He also serves as a Director for 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.