Our Team
Jennifer Jorgenson, AIF®, CFS®, CPFA™, NQPC™
Jennifer has more than 25 years in the Financial Services industry. Jennifer heads all aspects of True Latitude Financials’ institutional retirement plan business, as well as wealth management business. Her experience working with both plan sponsors and individual clients has provided her with a vast perspective that is valuable in building successful financial solutions. As the financial services industry continues to evolve, she strives to help clients grow by finding impactful ways to serve them.
Jennifer helps guide individual clients with customized financial strategies aimed at being efficient and successful. Many of her long-term clients have turned to her for their multi-generational wealth needs.
Jennifer works alongside plan sponsors to pursue better retirement outcomes for their employees by helping them identify, create, and implement a retirement plan benefit that is customized to meet their unique needs. By providing consulting services for a variety of organizations and corporations of all sizes (including unions, foundations, not-for-profit, professional employer organizations (PEOs), physician owned employer groups), she is familiar with the nuances that comes with each organization.
Cosmo Gould
Chief Compliance Officer, Global Retirement Partners, LLC
Cosmo has over 10 years of financial services experience, including: Compliance, Investment Banking, Brokerage Operations, Options Trading, and Retirement Plan/ERISA. Prior to joining GRP, Cosmo was Chief Compliance Officer of Financial Telesis, a Broker Dealer and RIA with roughly 500 registered representatives and roughly $90 million in annual revenue. Cosmo was responsible for maintaining compliance with the rules and regulations of FINRA, the State, the Department of Labor, and the Securities and Exchange Commission for Financial Telesis Inc. and its employees. Before that, he was a Senior Examiner with FINRA, responsible for leading routine examinations of member firms’ sales, trading, underwriting, financial, supervisory, and organizational practices to determine compliance with SEC and FINRA rules and regulations. Cosmo began his carrier as an Investment Advisor with Wells Fargo and has also worked as a Compliance Manager at Charles Schwab.
Daren Alcantar CIMA®
VP Investment Strategy
After spending seven years in the property and casualty insurance industry, Daren joined a registered investment advisor in 2008. At this firm he managed a team responsible for developing investment policies and the corresponding analysis for over three hundred qualified retirement plans. Using a variety of tools and third-party software such as Morningstar Direct and Zephyr Style Advisor, Daren ran in depth analysis and research on the investment vehicles that are offered in qualified retirement accounts. He has conducted extensive research in Asset Allocation, Portfolio Optimization and Modern Portfolio Theory. Daren has also developed relationships with many of the leading asset managers in the retirement industry. Daren also has a role in the development of Collective Investment Trusts and construction of provider lineups. Daren holds his Series 7 registration with LPL Financial and his Series 66 registration with both LPL Financial and Global Retirement Partners and has attained the Certified Investment Management Analyst® (CIMA®) designation offered through the Investment Management Consultants Association®.