Jesse Cordoba, CFP®, CIMA®
Login to view DISC.Jesse Cordoba is the Managing Partner and Founder of Red Reef Advisors, drawing on over two decades of experience in the financial industry, including a tenure as Executive Director at Morgan Stanley. He holds a Certified Investment Management Analyst (CIMA®) designation from The Wharton School.
Based in Fort Lauderdale, Florida, with his wife and two children, Jesse is an avid outdoorsman. He frequently spends his personal time enjoying marine activities such as boating, fishing, and diving.
After a long, successful career at a major firm like Morgan Stanley, he founded his own wealth advisory practice.
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DISC behavioral profile
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