Mario A. Jorge FPQP®

Portfolio Administrator
  • Mario is a Quad Cities native. He was born and raised in Davenport, IA, and is a graduate of Davenport Assumption High School.
  • Mario attended the University of Northern Iowa and graduated with a Bachelor of Arts degree in Financial Management. 
  • After Graduation, Mario met his wife Diana. Some of their favorite things to do are weekend getaways, hosting family gatherings, and taking their adopted fur baby, Prince, on walks.
  • In Mario’s spare time, he is very active in the Pickleball community; having played in a few tournaments. He also enjoys long bike rides on the local QC paths.
  • Mario has a background in the banking industry where he has worked for a credit union for over 8 years.
  • Mario received his Financial ParaPlanner Qualified Professional TM,  FPQP® designation through the College for Financial Planning and holds a Series 65 License as an Investment Advisor Representative.

 

Pet

Miniature Schnauzer named Prince

Our fury third member of our family who is always up for a walk!

Date Night

Riverside Grille

They have the best homemade potato chips and wings!


 

Vacation

Portland, OR

I enjoy visiting my friend out there.  We like going on hikes and taking in the scenery. 

 

Favorite Team 

Chicago Bears 

I wish they were better but there is always next year.

 Driving playlist

Pardon My Take Podcast

The best sports podcast in the business. Those guys are hilarious!

 

Hobby

Pickleball

We have a huge pickleball community here and I enjoy playing in the local tournaments!

*Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology, and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.