Cesar Cortes Email & Phone Number
Managing Partner-Financial Planner
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Cesar Cortes Location
- Bridgeport, CT, US
Cesar Cortes Work
- 2013 -now Managing Partner-Financial Planner @ Premier Advisory Group LLC
- 2008 -2013 Financial Planner @ Barnum Financial Group, an office of Metlife
Cesar Cortes Education
- Inter American University of PR
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
2005-2007
Cesar Cortes Skills
- Life Planning
- Estate/Legacy Planning
- Retirement Planning
- Business Benefits
- Finance
- Strategic Financial Planning
- Life Coaching
- Business
- Wealth Management
- Management
- Small Business
- Asset Management
- Retirement
- Financial Advisory
- Investments
- Fixed Annuities
- Mutual Funds
- Wealth
- Financial Planning
- Insurance
- Strategic Planning
- Financial Services
- Customer Service
- Life Insurance
- Financial Reporting
- Budgets
- Change Management
- Financial Analysis
- Accounting
Cesar Cortes Summary
- Cesar Cortes, based in Bridgeport, CT, US, is currently a Managing Partner-Financial Planner at Premier Advisory Group LLC. Cesar Cortes brings experience from previous roles at Barnum Financial Group, an office of Metlife. Cesar Cortes holds a 2005 - 2007 Master of Business Administration (M.B.A.) in Finance and Financial Management Services @ Inter American University of PR. With a robust skill set that includes Life Planning, Estate/Legacy Planning, Retirement Planning, Business Benefits, Finance and more. Cesar Cortes has 1 emails and 1 mobile phone numbers on RocketReach.
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