CoverProfile

Ceasar Garvida

Wealth Advisor

SteelPeak Wealth

United States, California, Los Angeles

About Me

For over twenty years, Ceasar has worked with clients and their families to achieve, preserve, and protect their financial goals and objectives through comprehensive financial planning. As a Certified Financial Planner CFP®, and Certified Investment Management Analyst CIMA®, Ceasar combines the technical knowledge of planning and investments to educate and direct SteelPeak’s clients to financial excellence. He is actively involved with the community through the UCLA’s Alumni Association, Financial Planning Association, and Investments & Wealth Institute. In 2008, he married the love of his life, Juliet. Living in Burbank, they enjoy traveling, tennis and golf. However, their true pass

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Profile Information

Wealth Advisor

SteelPeak Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Oct 13, 2024

Work Experience

SteelPeak Wealth

Wealth Advisor
Oct 2020 - Present
Email: ceasar.garvida@spwm.com

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