Alejandro M. Jerez, CPWA^®, CFP^®, AIF^®, AWMA^®

Alejandro M. Jerez leads the Miami office of Valoris Wealth. He offers comprehensive financial planning for families, individuals, and businesses, in the areas of investments, retirement, legacy planning, charitable giving, and insurance strategies. His mission is to offer personally tailored solutions for all his clients based on their unique circumstances, goals, and vision, with an emphasis on being cost-effective, tax-efficient, and highly transparent.

Alejandro’s education and experience is extensive. He has spent his whole career in the Financial Services industry and has served as President of his own financial planning practice in South Florida for over a decade. Currently, he is the Treasurer of the Chile-US Chamber of Commerce in Miami (formerly holding roles including President and Vice President). He graduated Magna Cum Laude from The Wharton School at the University of Pennsylvania, with Concentrations in Finance and Marketing, and has obtained various advanced industry designations.

Alejandro has a strong passion for leadership, professional development, and community service. In addition to running his own practice, he held a consultant role with a Fortune 200 company coaching and mentoring financial planners that were new to the industry. He also advocates for special needs community in conjunction with The WOW Center Miami, a day training center that serves adults with developmental disabilities, and now also serves as Vice Chair of the Board of Directors. When he isn’t working or volunteering in the community, Alejandro loves to travel, attend Miami Heat games, and spend time with family.