# Financial Optimist LLC

Financial Optimist LLC is a RIA based in Saint Petersburg.

## Overview

- **Organization type:** RIA
- **Headquarters:** Saint Petersburg
- **Assets under management:** Undisclosed
- **Website:** financialoptimist.com
- **LinkedIn:** https://www.linkedin.com/company/financialoptimist

## Regulatory record

- **CRD number:** 311640
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311640

## About

Financial Optimist is an advice-only (fee-for-service) financial planning firm that provides financial services to clients regardless of age or accumulated assets. As a flat fee-only firm and true fiduciary, it gives upfront transparent advice with no commissions, product sales, or AUM percentage fees. The firm specializes in simplifying complex financial lives into easy-to-follow action items and offers comprehensive planning, tax advice, and pro-bono services.

## People

- Jorge Soriano — founder and CEO

## Questions

### Who controls investment decisions at Financial Optimist LLC?

Financial Optimist LLC does not name any investment decision-makers in public filings or registries. No individual has been identified as founder, CEO, CIO, or managing principal of the firm across any credible source reviewed by Altss.

### What is Financial Optimist LLC's investment strategy?

The firm has never publicly described its investment strategy, asset-class mix, or geographic focus. No reported holdings or deal history exist in any public database reviewed by Altss.

### Which sectors or industries does Financial Optimist LLC explicitly avoid?

The firm has not announced any negative screens or sector exclusion policies, as its investment posture is entirely undisclosed.

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- [Vertex Albion LP](https://altss.com/profile/vertex-albion-lp)
- [VIM Wealth Management, LLC](https://altss.com/profile/vim-wealth-management-llc)

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Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/financial-optimist-llc

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