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  • Here’s our story. We look forward to hearing yours.

    At Synergy Financial Strategies, our sole focus is YOU.

    Synergy Financial Strategies, Inc. strives to assist its clients in preserving their assets while promoting moderate but steady growth through the implementation of proprietary techniques to achieve financial success. We have been serving the communities of Miami-Dade County, Broward County and Palm Beach County since 2011, bringing more than 25 years of industry experience to the table.

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  • Meet Jorge E. Gonzalez, CFP®

    Founder, CEO

    Jorge E. Gonzalez, CFP®, is a well-respected financial educator in South Florida. His experience and professional preparation allow him to design a safe financial plan for educators, business owners, professionals, individuals and their families. For 28 years Jorge has been helping clients maximize their financial potential, build wealth and attain peace of mind through sound, full, individualized custom financial planning. Jorge is a CERTIFIED FINANCIAL PLANNER™ with licenses in life and health insurance and variable products.

    We are a financial planning and advisory firm rooted in the community and have developed our business by creating close, personal relationships with our clients.

    He is also a Registered Representative (stockbroker) and a member of the Financial Planning Association (FPA).

    Jorge is founder and CEO of Synergy Financial Strategies, an independent financial planning firm. The company specializes in providing individualized financial solutions. Synergy assists its clients in preserving their assets while promoting moderate but steady growth through the implementation of proprietary techniques to achieve financial success.

    Jorge was born in Cuba and moved with his family to the United States in 1964, when he was just 5 years old. He was raised in South Florida, where he is proud to call his home. He loves to spend time with his wife and four children. In his free time, Jorge enjoys traveling, scuba diving, fishing and recreational flying.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Retirement@synergycfp.com or call us at 954-392-9797 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

    Synergy Financial Strategies, Inc.. Privacy Policy. Terms & Conditions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.