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