My path to financial services is rooted in discipline, hard work and a passion for helping others build a stronger future. I earned a bachelor's degree in business administration with a minor in Management and bring more than five years of sales experience, consistently building trust and meeting goals. Growing up in Gurabo, Puerto Rico, and being fluent in Spanish and English help me connect with a wide range of clients. I chose this career to guide others toward lasting financial confidence.
Based in Santurce, I serve clients across San Juan and throughout Puerto Rico. I work with individuals and families who want to plan ahead and protect what matters most. My approach is relationship driven, focused on listening and offering clear, simple guidance.
I enjoy fitness and connecting with others in my community. Faith, family and growth motivate me daily. I am committed to helping you protect what matters most and build your financial future. Let's connect and take the next step together.
Financial RepresentativeJorge Carrillo-Rodriguez
My path to financial services is rooted in discipline, hard work and a passion for helping others build a stronger future. I earned a bachelor's degree in business administration with a minor in Management and bring more than five years of sales experience, consistently building trust and meeting goals. Growing up in Gurabo, Puerto Rico, and being fluent in Spanish and English help me connect with a wide range of clients. I chose this career to guide others toward lasting financial confidence.
Based in Santurce, I serve clients across San Juan and throughout Puerto Rico. I work with individuals and families who want to plan ahead and protect what matters most. My approach is relationship driven, focused on listening and offering clear, simple guidance.
I enjoy fitness and connecting with others in my community. Faith, family and growth motivate me daily. I am committed to helping you protect what matters most and build your financial future. Let's connect and take the next step together.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
