William de Cardenas, M.JUR, CRC®

Financial Advisor

Contact

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

Send 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

Designations and Degrees
  • Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC
  • Master of Jurisprudence in Wealth Management Law
  • Has earned the designation of CERTIFIED RETIREMENT COUNSELOR® (CRC)
  • 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

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 Cetera Investment Services, LLC.

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

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. OSJ: 4151 Amon Carter Blvd. Fort Worth, TX 76155.

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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.