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Meet Jorge Meza, ChFEBC of Meza Wealth Management in Stevenson Ranch, CA

Today we’d like to introduce you to Jorge Meza, ChFEBC.

Thanks for sharing your story with us Jorge . So, let’s start at the beginning and we can move on from there.
I am an American Success story. I immigrated here at a very young age with my parents. They came here with very little, however they did give me an education. After college and some job experience, I became self-employed. My dad was an entrepreneur, so I grew up with that influence. I also met other managers and business owners while in the workforce, who gave me inspiration to pursue starting my own company. I started with an advertising business, and then a contracting firm. But I wanted more out of life, with my career and financially. A friend of mine was involved in finance, so I changed careers and started with an insurance company. Naturally, I progressed into the world of investing and became an Investment Advisor. I loved it and I have never looked back!

Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
I have been blessed to not have struggled too much as a child. Like I said, we didn’t have very many resources, but they raised us with a lot of love. We were never without. My biggest obstacle came later in my adult life. It was the need to juggle career, education, and family simultaneously. When I decided to go into finance, it was a complete career shift. I did not have credibility in that area; it took years to build that. But I was never afraid of it. What I notice about now: back in our day there was not as much fear of the unknown. Getting married, having children, starting a business, were (and still are) all tangible things you didn’t have to wait to start. Although the means to begin may have been more limited. But you worked hard, you kept persevering, and you trusted that you would get through it. I did my best, (and I prayed a lot). I think it’s turned out pretty good so far!

Alright – so let’s talk business. Tell us about Meza Wealth Management – what should we know?
I have about 30 years of experience in the world of entrepreneurship, and 20+ in wealth management. In the late 1990s I began with insurance, early 2000s I started to pursue the investment advisory career path. It is important to note that I am Independent Advisor. I have access to many different solutions. This allows me to maintain stability for my company while being able to grow within my field. Within the brokerage firm, I have been promoted from Executive Vice President, to National Director of Agencies, and I continue to hold these concurrently as a Partner. As part of the Executive Board, I am responsible for helping increase growth year over year. I help oversee the vetting, decision making, and allocation of investments and money managers used within the company. I manage stock and bond portfolios. I oversee group and individual investment advisory agency growth.

My experience and credentials have expanded since I began. I am now a Series 6, 63, 26 and 65 Registered Investment Advisor Representative. I acquired different certifications to expand the reach to multiple markets. I am very versed in retirement planning and how to help grow wealth. We can participate in different facets of the market, including environment-friendly and faith-based investments. Aside from the required continuing education, I am constantly reading and studying. It is important for my business to study not just the markets or “field related” materials, but also psychology and sociology, for instance, and stay upon current events, including new technologies and how to integrate that.

What I am most passionate and proud of is the amount of people that I have been able to help, and how much of a positive impact I have made with my practice. From a personal level, I am very proud of the life I have been able to give to my family.

Is there a characteristic or quality that you feel is essential to success?
Adaptability, experience, knowledgeable, good listener, understanding, integrity, trustworthy

Contact Info:

  • Address: 25129 The Old Rd Suite 104,
    Stevenson Ranch, Ca 91381
  • Website: www.mezawealth.com
  • Phone: 661-255-0146
  • Email: jorge.meza@hbwpartners.com
  • Other: Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity

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