William de Cardenas, M.JUR, CRC®

LPL Financial Advisor

Contact

Flagship Financial Group

Located at American Airlines Federal Credit Union

6205 Blue Lagoon Drive, Suite 100

Miami, FL 33126

(305) 870-2238 Direct

(877) TEAM FFG

William.deCardenas@AACreditUnion.org

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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 address them. I look forward to working with you and helping you pursue 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.

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Accreditations and Services

Designations and Degrees
  • Investment Advisor Representative of LPL Financial, member FINRA/SIPC
  • Master of Jurisprudence in Wealth Management Law
  • Has earned the designation of CERTIFIED RETIREMENT COUNSELOR® (CRC)
    • CRC conferred by InFRE ®
  • Bachelor of Arts degree in international relations from Florida International University
I can help with:
  • 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

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Send Me A Message

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For your protection, do not include private or confidential information.

This information is forwarded to your rep via e-mail.
For your protection, do not include private or confidential information.

 

The CFP® certification marks are not affiliated with LPL Financial.

CHARTERED RETIREMENT PLANNING COUNSELOR® and CRPC® are registered service marks of the College for Financial Planning®.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. American Airlines Federal Credit Union and Flagship Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagship Financial Group, and may also be employees of American Airlines Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Airlines Federal Credit Union or Flagship Financial Group.  Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.