Wealth Advisor

Ruben Cisneros, CFP

310-346-0835

111 W. Ocean Blvd Fl 4

Long Beach CA 90802

 

 

Background & Experience

 

  • Ruben is a Certified Financial Planner™ Professional with more than 20 years of industry experience helping new and existing clients identify where they stand financially. He prepares written financial plans to help clients organize their financial assets to achieve and protect their investment goals. Experienced in providing what-if scenarios and modeling simulations that project the results of various growth and income strategies under different financial and economic conditions.

    How I Can Help You

    Employing a risk management overlay to protect hard-earned assets from unwanted economic or personal events is critical to the success of investment planning. Set up a time to meet with Ruben and learn more about growing and protecting your investments with the latest technology in financial planning.

    https://calendly.com/rcisneros-10x/15min

    You can:

    Request a review of your current portfolio
    Set up a goal analysis
    Schedule a short introductory conversation

    Take The Next Step

    SCHEDULE BY PHONE
    SCHEDULE BY EMAIL