Cesar Peralta

International Wealth Management Advisor

Role
International Wealth Advisor at Independent Financial Advisor
Location
American Fork, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cesar Peralta

More than thirty years ago, I started my financial career with the same excitement and anticipation, energy and passion that motivates me today. In 1997, I started working for a top investment bank on Wall Street and it was a dream come true. Ever since, I have traveled all over Latin America and the US and have had the pleasure of working with some of the most brilliant, talented, and business savvy individuals. Along the way, I\'ve learned a great deal from each of them. It is to them, and to you, that I dedicate my mission statement:\"To help each of my clients build, preserve, and manage their wealth by delivering holistic wealth management services with individualized attention and exceptional care.\"

Experience

  1. International Wealth Advisor

    Independent Financial Advisor

    Dec 2024 — Present · US

Education

  • Baruch College

    Bachelor's Degree

    1988 — 1992

  • Stanford University

    Economics

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Cesar Peralta — International Wealth Advisor at Independent Financial Advisor in American Fork, UT, US | Unifers