RBFCU Investments Group Welcomes Jorge Cruz as Financial Advisor
Cruz, fluent in Spanish and English, values meaningful relationships with members wanting strong financial futures
LIVE OAK, Texas (May 28, 2026) — Jorge Cruz recently became a Financial Advisor with RBFCU Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC.
Based in the San Antonio-area community of Live Oak, the investment program comprises 18 financial advisors in 64 branches. Together, they help clients manage over $1.3 billion in combined brokerage assets.
A licensed financial advisor since 2018, Jorge brings more than two decades of corporate sales experience and eight years in the investment industry to his new role. He credits his professional background with shaping his strategic thinking and approach to building relationships. Originally from Mexico, Jorge is fluent in both Spanish and English.
“Helping our members, including those who speak Spanish, understand investing and how to build their financial plans is very close to my heart. I’m passionate about educating and empowering individuals who are new to financial planning. I always try to put myself in my clients' shoes: What are their needs, goals and dreams? How can we work together to help achieve them? That’s where I start,” said Jorge.
“What stood out to us about Jorge,” said Terence F. Powell, Jr., AIF®, Investment Program Manager, “is his deep commitment to serving our members. He also brings a thoughtful, disciplined approach to financial planning, helping them stay focused on their strategic objectives even when markets shift.”
Jorge’s investment philosophy centers on consistency, long-term goal setting and strategies that take into account tax considerations, estate planning and Social Security Retirement benefits. He’s also a big believer in getting started as early as possible.
“Time is the greatest gift when it comes to investing. Even modest contributions, invested regularly, can one day turn into something significant.”
As a long-time RBFCU member himself, Jorge says the credit union’s reputation played an important role in his decision to join RBFCU Investments Group. “I know, first-hand, the value RBFCU provides to members. Getting the opportunity to work with such a respected name in the community made this a natural choice for me,” he said.
Jorge received a BA in marketing from the University of Louisiana Monroe.
About RBFCU Investments Group
Established in 2001, RBFCU Investments Group is a full-service financial advisory program dedicated to helping people achieve their financial goals. The investment program comprises 18 financial advisors, who help clients manage over $1.3 billion in combined brokerage assets. RBFCU Investments Group serves more than 7,500 clients at 64 branch locations throughout Texas.
Media Contact
Victoria Young, Marketing Communication Senior Specialist
vyoung@rbfcu.org
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and the financial institution are not affiliated.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.