Jorge Coca

Founder | Wealth Solutions

Professional Overview

Jorge Coca is an accomplished financial services professional with over 15 years of experience in wealth management and private wealth advisory. As the Founder of Wealth Solutions and Founding Partner of Finletic, he leverages his deep expertise in financial planning, investment strategies, and executive education to empower high-net-worth individuals and families to achieve their long-term financial goals.

Experience Summary

Current Roles

Founder, Wealth Solutions (2009 - Present)

• Provides comprehensive wealth management services, including investment planning, tax optimization, and legacy planning to a portfolio of high-net-worth clients

• Develops and implements customized financial strategies to help clients grow, protect, and transfer their wealth

• Serves as a trusted advisor, collaborating closely with clients to understand their unique needs and objectives

Founding Partner, Finletic (2017 - Present)

• Co-founded Finletic, a boutique financial advisory firm specializing in private wealth management and family office services

• Leads the firm's strategic direction and growth initiatives, identifying new market opportunities and driving innovation

• Oversees the delivery of personalized wealth management solutions to an exclusive clientele of ultra-high-net-worth individuals and families

Professor, Executive Program in Private Wealth Management, IEB (2009 - Present)

• Shares his expertise as a professor in the Executive Program in Private Wealth Management at the Instituto de Estudios Bursátiles (IEB)

• Designs and delivers curriculum focused on advanced financial planning, investment management, and wealth transfer strategies

• Mentors and develops the next generation of private wealth advisors

Member, YPO (2018 - Present)

• Actively participates in the Young Presidents' Organization (YPO), a global leadership community of influential chief executives

• Collaborates with peers to share best practices, explore new business opportunities, and contribute to the broader entrepreneurial ecosystem

Past Experience

Director, Financial Planning, Gestiohna Asesores Financieros (2006 - 2009)

• Provided comprehensive financial planning and investment advisory services to high-net-worth individuals and families

• Developed and implemented tailored financial strategies to help clients achieve their short- and long-term financial goals

• Collaborated with a team of financial professionals to deliver integrated wealth management solutions

Academic Background

Jorge Coca holds a degree in Business Administration from the Universidad Complutense de Madrid. He has also completed executive education programs at leading institutions, further enhancing his expertise in private wealth management and financial strategy.

Areas of Expertise

• Financial planning and wealth management

• Investment strategy and portfolio optimization

• Tax planning and optimization

• Succession planning and wealth transfer

• Executive and entrepreneurial leadership

Professional Impact

• Recognized as a thought leader in the private wealth management industry, frequently invited to speak at industry events and conferences

• Actively involved in mentoring and developing the next generation of financial advisors through his teaching role at IEB

• Collaborates with peers in the YPO network to drive innovative solutions and best practices in the wealth management sector

Conclusion

With his extensive experience, strong industry reputation, and unwavering commitment to client success, Jorge Coca is poised to continue making a significant impact in the private wealth management industry. As the Founder of Wealth Solutions and Founding Partner of Finletic, he remains focused on delivering tailored, comprehensive financial strategies that help his clients achieve their long-term wealth management goals.