Delio Jaramillo Jr
Finacial Advisor
Delio is a securities professional with nearly three decades of experience in the wealth and investment industry. He is passionate about enhancing client relationships and driving positive financial outcomes. Bilingual in English and Spanish, Delio specializes in retirement planning, financial planning, and investment strategies. His career has been dedicated to serving as a trusted advisor, while striving for clients to receive tailored solutions that meet their unique needs.
Before joining Aldrich Wealth Management Group, Delio focused on enhancing investment and wealth management initiatives within the 401(k)-Retirement sector. As a Retirement Education Consultant at John Hancock, T. Rowe Price, and Empower, he conducted bilingual Retirement Readiness Reviews and developed impactful strategies that significantly sought to improve participant retirement outcomes. Delio studied Business at California State University, Northridge, and maintains several securities licenses, including Series 6, 7, 63, 65, and the Securities Industry Exam.
A native of Medellín, Colombia, Delio enjoys spending time with family and friends. He loves to travel to scuba diving destinations around the world, as well as explore historical sites in the United States and Latin America. In addition, Delio is passionate about salsa dancing, surfing, biking, hiking, attending live sporting events and concerts, and relaxing on the beach with a captivating history book.