Cesar de la Cerda
My Benefit Pro is now EnvisionVest!
EnvisionVest's sole purpose is to help individuals and business owners achieve financial confidence. The approach to helping achieve financial confidence is better realized through a goals based approach and utilizing the latest technology to simplify the financial planning process. EnvisionVest is a small boutique style advisory with an open architecture, which means more customization options for your unique needs.
Envisionvest was founded by Cesar de la Cerda who has 17 years of financial services experience and has consulted on insurance and retirement plans from the average Joe to Fortune 500 companies, small non-profits to governmental agencies and universities. Core competencies started while serving as a NAVY Corpsman, where values, such as Honor, Courage and Commitment resonate to this day. Cesar graduated from the University of Houston with a degree in Economics, which continues to be a field he is passionate about. Most importantly, Cesar is happily married to Jeannette and they have 4 wonderful children (most of the time).
Cesar is passionate about helping people and would love to hear from you.
Please visit other sections of our website to view articles and videos that might help you understand financial topics better. Reach out, if you have any questions, via a call, email or schedule a consultation. I offer a one (1) hour, no obligation telephone consultation.