Mario A. Jorge FPQP®

Portfolio Administrator
  • Mario is a Quad Cities native. He was born and raised in Davenport, IA, and is a graduate of Davenport Assumption High School.
  • Mario attended the University of Northern Iowa and graduated with a Bachelor of Arts degree in Financial Management. 
  • After Graduation, Mario met his wife Diana. Some of their favorite things to do are weekend getaways, hosting family gatherings, and taking their adopted fur baby, Prince, on walks.
  • In Mario’s spare time, he is very active in the Pickleball community; having played in a few tournaments. He also enjoys long bike rides on the local QC paths.
  • Mario has a background in the banking industry where he has worked for a credit union for over 8 years.
  • Mario received his Financial ParaPlanner Qualified Professional TM,  FPQP® designation through the College for Financial Planning and holds a Series 65 License as an Investment Advisor Representative.



Miniature Schnauzer named Prince

Our fury third member of our family who is always up for a walk!

Date Night

Riverside Grille

They have the best homemade potato chips and wings!



Portland, OR

I enjoy visiting my friend out there.  We like going on hikes and taking in the scenery. 


Favorite Team 

Chicago Bears 

I wish they were better but there is always next year.

 Driving playlist

Pardon My Take Podcast

The best sports podcast in the business. Those guys are hilarious!




We have a huge pickleball community here and I enjoy playing in the local tournaments!

*Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology, and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.