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Meet The Team

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Sergio Jiménez
Esq. Tax LL.M., CFP

Founder and CEO
Corporate, Wealth, and Tax Counsel

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Fernando Juárez
Of Counsel International Tax Attorney

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Iván Ramirez, Esq. 
Of Counsel Attorney 
Estate Tax Planning 
Asset Protection Planning

Mark K. Vásquez, MBA, Esq. 
Of Counsel Attorney 
International Business

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Jacqueline Quiles
Director of Operations

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Jesús “Jerry” Sifuentes, MBA
Director of Tax and Wealth Planning

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Iser Orozco
Corporate Manager

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Andrés Bayardo
Legal Strategist Attorney

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Paulina Campos

Legal Strategist Attorney

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Irene Castillo
Accountant

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Lizbeth Quiles
Executive Assistant for
Wealth Advisors

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Diana Calderón 
Administrative Assistant 

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Sergio Jimenez has an of-counsel relationship with DeForest Abogados. DeForest supports the Firm with
over 90 specialized attorneys in Mexico, United States, Germany, France, and China.

https://deforest.mx/en/

* The offices in Dallas TX, Guadalajara, and Mexico City, are offices of DeForest Attorney (DeForest
Abogados in Mexico).
ATTORNEY ADVERTISING. THE INFORMATION YOU AT THIS SITE IS NOT, NOR IS IT INTENDED TO BE,
LEGAL ADVICE. YOU SHOULD CONSULT AN ATTORNEY FOR ADVICE REGARDING YOUR INDIVIDUAL
SITUATION. CONTACTING US DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP. PRIOR RESULTS
DO NOT GUARANTEE A SIMILAR OUTCOME.

​

Jimenez Wealth Legal Advisors, PC (the “Firm” and (“Jimenez Wealth”) is a California Professional Law
Corporation, Registered with the California State Bar under registration number 26614. Attorney Sergio
Jimenez, Esq. is licensed as an attorney with the California Bar under Bar number 289673. Sergio
Jimenez and DeForest Attorneys (DeForest Abogados in Mexico) have an of-counsel relationship.
Matters in Texas requiring Texas counsel are handled by DeForest Attorneys, and their managing Texas
attorney Mark K. Vasquez, Esq., Texas Bar Number 24013675. https://deforest.mx/en/

Matters accepted by the firm and Attorney outside of California are either of a Federal subject matter,
or a matter of consulting where a law license is not required by law, or where the Firm and Attorney
have accepted the matter in a co-counsel relationship.


Sergio Jimenez is also a CERTIFIED FINANCIAL PLANNER™ professional. The CERTIFIED FINANCIAL
PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”)
are professional certification marks granted in the United States by Certified Financial Planner Board of
Standards, Inc. (“CFP Board”). It is recognized in the United States and a number of other countries for
its (1) high standard of professional education; (2) stringent code of conduct and standards of practice;
and (3) ethical requirements that govern professional engagements with clients. To learn more, visit the
CFP Board website.

© 2021 by Jimenez Wealth Legal Advisors, PC

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