Focus: Insurance Strategies, Investment Strategies
Jorge Becerra has worked over 25 years in the financial services industry. He began his professional career with Fidelity Investments in 1986. Then he joined the MONY Group, eventually becoming one of the leading financial advisors at the MONY Group. In 2000 Jorge joined a former colleague and friend at the Lexington Financial Group near the downtown area. Later he joined a former high school friend and helped pioneer the Allegis Advisor Group which was the advisory arm of Beneficial Financial Group. Changes in Beneficial Financial Group core business model caused him to align his financial advisory practice with MassMutual Intermountain West Financial Group. In 2011 Jorge took a three year leave of absence from Intermountain West Financial Group to serve, with his wife Debbie and two children, as a Mission President for The Church of Jesus Christ of Latter Day Saints in the California Arcadia Mission. Currently he is working as a managing associate at MassMutual Intermountain West building a team of Latino advisors that will help Latino business owners and individuals with their financial priorities and objectives. Jorge excels in drawing out clients’ key priorities and responding honestly, sensitively, and informatively through sound judgment and a principle driven approach. Jorge enjoys spending time with his family, reading, and being a grandfather. He and his family reside in Sandy, Utah.
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2901 West Blue Grass Blvd Suite 320
Lehi, UT 84043