Cfp David Cruz Email & Phone Number | With over eight years of experience in the financial services industry, I am a VP, Financial Consultant at Charles Schwab, one of the largest and most trusted wealth management firms in the U.S. I am a CFP professional, which means I have met the rigorous education, exam, experience, and ethics requirements set by the CFP Board. I also hold the following licenses: Series 7, Series 66, Health, Variable and Annuity products, as well as a Licensed Real Estate Sales Associate in Florida & a Mortgage Loan Officer with the NMLS. My core competencies include retirement planning, investment management, risk management, tax planning, estate planning, banking, insurance and annuities. I leverage my dual degree in Finance and Psychology from the University of South Florida to understand the emotional and behavioral aspects of financial decision-making and to provide personalized and holistic advice to my clients. My mission is to empower my clients to achieve financial confidence and enjoy the moments that matter.

Cfp David Cruz

With over eight years of experience in the financial services industry, I am a VP, Financial Consult...
Tampa, Florida, United States

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Cfp David Cruz’s Email david.cruz@schwab.com

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Cfp David Cruz’s Location Tampa, Florida, United States

Cfp David Cruz’s Current Industry Charles Schwab Td Ameritrade

Cfp David Cruz’s Prior Industry Suntrust Investment Services | Valencia Realty | Canei Investments

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VP, Financial Consultant

2022-12-01 00:00:00 - Present

Senior Financial Consultant

2019-08-01 00:00:00 - Present

Investment Associate

2016-11-01 00:00:00 - 2018-11-01 00:00:00

Licensed Real Estate Agent/ Acqusitions Specialist

2015-05-01 00:00:00 - 2017-12-01 00:00:00

Real Estate Investment Consultant

2014-01-01 00:00:00 - 2015-05-01 00:00:00

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Cfp David Cruz is a With over eight years of experience in the financial services industry, I am a VP, Financial Consultant at Charles Schwab, one of the largest and most trusted wealth management firms in the U.S. I am a CFP professional, which means I have met the rigorous education, exam, experience, and ethics requirements set by the CFP Board. I also hold the following licenses: Series 7, Series 66, Health, Variable and Annuity products, as well as a Licensed Real Estate Sales Associate in Florida & a Mortgage Loan Officer with the NMLS. My core competencies include retirement planning, investment management, risk management, tax planning, estate planning, banking, insurance and annuities. I leverage my dual degree in Finance and Psychology from the University of South Florida to understand the emotional and behavioral aspects of financial decision-making and to provide personalized and holistic advice to my clients. My mission is to empower my clients to achieve financial confidence and enjoy the moments that matter.

Cfp David Cruz has prior
experience in the following industries:
Suntrust Investment Services | Valencia Realty | Canei Investments

Cfp David Cruz has the following professional experience:
Charles Schwab | Td Ameritrade | Suntrust Investment Services | Valencia Realty | Canei Investments