Qualifications
Cesar is widely regarded as being among the top 1% of financial advisors worldwide. His insights have been featured in multiple international media outlets, where he has been interviewed and quoted for his global perspective and expertise.
He holds the following licenses:
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FINRA Series 6 – Investment Company & Variable Contracts
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FINRA Series 7 – General Securities Representative
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FINRA Series 26 – Investment Company & Variable Contracts Principal
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FINRA Series 63 – Uniform Securities Agent State Law
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FINRA Series 65 – Uniform Investment Adviser Law
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Florida 4-40 – Resident Customer Representative
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Florida 2-14 – Life & Variable Annuities
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Florida 2-40 – Health Insurance
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Surplus Lines Broker (PR)
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Licensed in Puerto Rico, Florida, Texas, and North Carolina
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Cesar strongly believes that education is a lifelong pursuit—and that every client deserves the highest level of professional knowledge. His consultative approach emphasizes clarity, empowerment, and partnership, guiding clients confidently through the planning process.
He continually sharpens his skills through advanced study and has earned several respected designations, including:
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Chartered Life Underwriter® (CLU) — The American College of Financial Services
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Chartered Financial Consultant® (ChFC) — The American College of Financial Services
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Certified Professional Service Representative (CPSR) — National Foundation of CPSR
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Associate, Customer Service (ACS) — LOMA
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Fellow, Life Management Institute (FLMI – Level 1) — LOMA
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Cesar completed the coursework toward the Certified Financial Planner® (CFP) designation at the University of Miami.
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He is presently pursuing the Fellow, Life Management Institute (FLMI) designation through LOMA in Atlanta, the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and the Certified Anti-Money Laundering Specialist (CAMS) credential from ACAMS.
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In recognition of his work with Universidad Austral, he was awarded an honorary Ph.D.