William de Cardenas, CRC®
American Airlines Federal Credit Union
6205 Blue Lagoon Drive, Suite 100
Miami, FL 33126
(305) 870-2238 Direct
(877) TEAM FFG
William.deCardenas@AACreditUnion.orgSend me a message
With more 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 walking 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 or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Contact William de Cardenas for a no-cost, no-obligation consultation.
Check the background of this investment professional on FINRA’s BrokerCheck.
Accreditations and Services
- 401(k) planning
- Wealth management
- Wealth preservation
- General investment management
- Education funding
- Comprehensive financial guidance
- Retirement planning
- Retirement income planning
- Tax-advantaged investment planning
- Insurance planning