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Trinity Wealth Management

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Attorneys- Estate Planning/Wills Investment Management Financial Advisors & Services Retirement Services

2024 SPYP- Non-Chamber Members

About

Jesse Cordoba joined Trinity Wealth Management Group in April 2022.  Originally from the outskirts of Chicago, Illinois, Jesse relocated to Tampa in 2019, seeking new opportunities to make a positive impact in the financial industry. Driven by a genuine passion for empowering individuals through financial education, he was inspired to become a financial advisor.

Jesse began his professional career in real estate, where he quickly distinguished himself as a knowledgeable and client focused professional. His experience in real estate provided him a deep understanding of financial matters and a keen insight into economic factors influencing investment decisions. Recognizing the symbiotic relationship between real estate and finance, Jesse was motivated by a desire to expand his ability to assist others in achieving financial security. His background uniquely positions himself to offer comprehensive financial advice, considering both traditional investments and real estate portfolios.

Armed with a relentless pursuit of excellence, Jesse has achieved significant milestones in his financial career. He holds a life and health license, demonstrating his commitment to comprehensive financial well-being. Additionally, he has earned his Series 7, General Securities Representative License, showcasing his proficiency in a wide range of investment products and services. Furthermore, Jesse also holds his Series 66, Uniform Combined State Law License, further solidifying his dedication to staying at the forefront of industry regulations and practices.

In addition to his financial credentials, Jesse is a Florida Notary Public, maintaining the highest standards of professionalism and ethical conduct in his practice.

Beyond his professional pursuits, Jesse is a devoted Brazilian Jiu- Jitsu and Muay Thai practitioner. These disciplines reflect his discipline, focus, and commitment to personal growth- qualities that undoubtedly spill over into his professional life.

Jesse is not only committed to personal and professional growth but also to making a positive impact in his community. Particularly passionate about empowering the Hispanic community and fostering the growth of small business owners. Jesse is an active member of Business Network International (BNI), Palm Harbor Chamber of Commerce and The Hispanic Chamber of Commerce of Tampa Bay. He is also a proud member of the Financial Services Institute.  These affiliations reflect his dedication to creating meaningful connections, driving economic development, and ensuring that everyone in his community can thrive financially.

Membership Type

2024 SPYP- Non-Chamber Members

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