With over 10 years of experience in Financial Services, I understand the challenges facing my clients today. Whether the markets are forging ahead or in sharp decline, a solid investment plan will help guide the way; putting into practice principles that take advantage of long-term investment returns and walk us away from the pitfalls of the timing of the market.
My mission is to bring you fresh and innovative investment strategies and products through unmatched individualized service. My top priority is understanding the financial goals of my clients and helping formulate a plan to reach them. I look forward to working with you and helping you achieve your financial goals.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
- Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC
- Has earned the designation of CERTIFIED RETIREMENT COUNSELOR® (CRC®)
- Bachelor of Arts degree in International Relations from Florida International University.
Contact William de Cardenas for a no-cost, no-obligation consultation at (305) 870-2238.
Check the background of this investment professional on FINRA’s BrokerCheck.
|American Airlines Credit Union
6205 Blue Lagoon Dr., Suite 100
Miami, FL 33126
8:00 AM - 5:00 PM Mon-Fri
Saturday by Appointment Only
Securities and insurance products are offered through Cetera Investment Services, LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affilated with the financial institution where investment services are offered.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.