Jorge Valdes started providing insurance and investment solutions for South Florida business owners in 1989. His initial training in the industry was so confusing and convoluted that he vowed to abandon what his mentors had preached. Today, he aims to simplify benefits solutions, so his clients have a complete understanding of what they are getting.
Valdes’ proprietary approach has proven to be the key ingredient in the overarching success of Financial Designs. Since he founded his company, Valdes has provided clear solutions and services to business owners to create effective and simple benefits programs. As he built a team of dedicated and honest professionals, he led by example, showing his team how to provide outstanding service to clients in a multitude of scenarios. Today, Financial Designs is renowned as one of the top agencies in all categories. It has also been a Top of the Table member since 2000.
Transparency and integrity are two of the core values Financial Designs upholds. Its culture prioritizes its clients above all. Financial Designs’ client-focused approach sets the company apart from others in the industry. Jorge and his team are captive to no one company or product, instead they are captive to the client. They sell whatever makes the most sense for them. One of Jorge’s favorite lines is, “If it doesn’t work the way you think it should, it’s our problem!” He is committed to building partnerships with his clients and never sees them as “just a sale.”