Position:
Senior Consultant | Wealth Management 2024 – Present at Financial & Consulting
Location:
American Fork, Utah, United States
Found email addresses for CESAR PERALTA:
Found phones for CESAR PERALTA:
Dec 2024 - Current
Apr 2018 - Oct 2024
CESAR is proficient in Spanish. Their professional focus is Family Wealth Management Strategies, Goals Based Asset Management, and High Net Worth Portfolio Management across 3 core areas.
CESAR holds Personal Investment Advisor certifications.
Bachelor's Degree at Baruch College
Stanford University
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