Cesar de Cerda

About Cesar de Cerda

Cesar specializes in advanced tax planning, business advisory and investment management…

Experience

1. Founder & CCO

   Envisionvest

   Oct 2017 — Present

   We take a different approach to helping individuals, entrepreneurs and business professionals create their ideal life. We use a unique process to help identify a persons values, goals and available resources to help map out a game plan and a strategy. We take great efforts to bring as much value to a person by authentically understanding their drive. Our unique process fosters deeper relationships with our clients and other professional to create a greater impact on the clients desired results through collaboration and communication. We can do everything a typical retail advisory firm can do, but do more to organize all of a person\'s financial affairs. For plan sponsors of retirement plans, Envisionvest provides fiduciary services. This means I provide an open platform of investments and bring together a team to ensure plan sponsor\'s responsibilities to participants are being met. Envisionvest provides guidance, through an analytical process of screening investments, service provider fees and educational services to participants to name a few. The goal of the process is to help meet the Department of Labor\'s requirements of being \"prudent\"and limit potential liabilities. The most important part of my work is to help people be financially confident, derived from trust and a long term relationship.