ABOUT Envisionvest
EnvisionVest is a Registered Investment Advisory firm founded by Cesar de la Cerda. Cesar provides personalized one-on-one financial consulting to clients. He helps clients get financially organized and make realistic financial & investment decisions so they can focus on what matters most!
Clients can be helped through financial planning or investment management services. The services provided by Envisionvest are online and always personalized. Cesar's financial planning software helps track spending, integrates financial accounts and simplifies financial decisions. Cesar manages investments on a discretionary basis through unconstrained asset allocation models. These combined investment strategies, help minimize risk, identify opportunities, which help clients be more effective.
Cesar believes in clear transparent pricing, works with most income levels, has no account minimum requirements and can manage investments on most platforms.
Personalized
Financial
services
Many people want the same things out of life, however we are all unique and have different circumstances. Cesar's experience and broad knowledge helps clients make better decisions and be more effective with their finances. He works one on one to understand, coach and advise his clients through an ongoing process. Through a personalized plan and actionable steps many of the financial concerns listed below can be improved.
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Investment management
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Income & debt management
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Insurance & benefit planning
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Retirement planning
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Tax planning
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College and education planning
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Business planning
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Estate planning
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Unique & complex planning