Cesar joined Wade Financial Advisory for the Portfolio Management Associate role in September of 2019. Cesar is responsible for helping facilitate the firm’s operations and investment processes through leveraging technology, working closely with team members, custodians, and clients.
Prior to joining WFA, Cesar worked at an independent RIA in South Texas where he gained knowledge and experience in the wealth management field. Cesar holds a degree in Business Administration with a concentration in Finance from Texas A&M International University and will be pursuing the Chartered Financial Analyst® (CFA) designation.
In his spare time, Cesar enjoys exercising, reading, and exploring the Bay Area while indulging in all types of food.
2105 South Bascom Ave
Campbell, CA 95008