Client Portal

FP Portal

Find A Pro Near You

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Cesar Gonzalez

For the past 8 years, Cesar has been delivering great value to clients as a financial professional, helping them plan ahead for their short-term needs and long term goals. He is a very well-organized individual, able to keep multiple priorities in mind while aiming for the best outcome for his clients.
Cesar first became interested in Finance after The Great Recession in 2008, as he saw close friends and family lose their homes. His experience encourage him to take the Financial Peace University class with dave Ramsey in 2010 where he took the decision to change his career from the dental field to the financial. Afterwards, he started working for PFS financial where he obtained the licenses he needed to help individual clients identify investment and insurance services that would benefit their individual situations. Through his strong active listening and analytical skills, he is able to customize services to suit the needs of his clients.
Cesar takes special care to ensure that he understands the needs of every single client, and is always there for his clients whether it is during the business day or after hours. His desire to work closely with his clients led him to leave PFS investments in 2015 and start his own financial business. Today he has clientele of over 100 individuals who seek him out for advise regarding savings, investing, retirement, and future insurance needs. He works hard to make sure his clients are able to make the most out of their money.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Cesar:

  • Spanish Financial Peace University Coordinator
  • Series 6 license
  • Series 63 license
  • 9 years of Experience
  • Favorite author: Rabi Daniel Lapin, Grant Cardon
  • Favorite teams: Jaguars football team and my son’s baseball team
  • Favorite movies: Gladiator, Braveheart, Rocky IV
  • Hobbies: read, learn and dance
  • Favorite actor: Denzel Washington

Locations Served

Contact

  • cesar@smartprousa.com
  • 904-600-2578
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
Copyright © 2020 SmartPro Financial LLC. All Rights Reserved.