Cesar A Balladares
Electronics Engineer, Construction Estimator and Project Manager, IT and Cybersecurity Specialist, Tax Advisor, Enrolled Agent and Financial Educator.
- Role
- Financial Educator and Insurance Agent at World Financial Group (WFG)
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Cesar A Balladares
I help business owners reduce taxes, protect assets, and build long-term wealth through…
Experience
Financial Educator and Insurance Agent
Sep 2022 — Present · US
Educate individuals and families on financial literacy, including budgeting, debt management, retirement planning, and wealth-building strategies.• Provide tailored advice and solutions on life insurance, annuities, and health insurance to help clients protect assets and plan for the future.• Assess client needs and recommend financial products aligned with their goals, risk tolerance, and regulatory requirements.• Build and maintain strong relationships with clients through trust-based education and proactive follow-ups.• Conduct virtual and in-person workshops to promote financial wellness and awareness.
Skills
- Software Development
- Electronics
- Project Management
- Network Administration
- Computer Networking
- Computer Hardware
- Administration
- Programming
- Technical Writing
- Tax Preparation
- Technical Support
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