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3220 San Jacinto St
Houston, TX 77004


Cesar de la Cerda

(713) 589-6966


Mission Statement

To help as many people achieve financial confidence so that they can pursue their dreams and leave a lasting legacy to those who matter to them most. This must be accomplished through an easy process that is affordable and transparent.  Ultimately, achieving financial confidence through a goal’s based approach that is measurable and reviewable periodically.

Contact us today to help you to the path of financial confidence.