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Christopher Cervantes Location
Plano, TX, US
Christopher Cervantes Work
2022 -now Founder and Managing Partner @
1999 -2022 Wealth Management Advisor, Managing Director @
Christopher Cervantes Education
Baylor University - Hankamer School of Business
Bachelor's Degree (Accounting)
1995-1999
Christopher Cervantes Skills
Workplace retirement plans
Retirement Plan Design
Retirement Benefits Consultant
Wealth Management
Credit
Management
Financial Analysis
Investments
Mutual Funds
Strategic Planning
Sales
Marketing
Leadership
Process Improvement
Budgets
Mortgage Lending
Strategic Financial Planning
Team Building
Financial Planning
Christopher Cervantes Summary
Christopher Cervantes, based in Plano, TX, US, is currently a Founder and Managing Partner at Valorous Advisors. Christopher Cervantes brings experience from previous roles at Merrill Lynch Wealth Management. Christopher Cervantes holds a 1995 - 1999 Bachelor's Degree in Accounting @ Baylor University - Hankamer School of Business. With a robust skill set that includes Workplace retirement plans, Retirement Plan Design, Retirement Benefits Consultant, Wealth Management, Credit and more. Christopher Cervantes has 2 emails and 3 mobile phone numbers on RocketReach.
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