David Cruz
Senior Wealth Advisor at Jwc Wealth Management
Based in Tampa, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Tampa
Industry
Financial Services
Company size
16
Contact information
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d•••••••@jwcwealth.com
Phone
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Background
About David Cruz
With over nine years of experience in the financial services industry, I am a Senior Wealth Advsisor at JWC Wealth. Previously, I was a VP, Financial Consultant at Charles Schwab, one of the largest and most trusted wealth management firms in the U.S. I am a CFP® professional, which means I have met the rigorous education, exam, experience, and ethics requirements set by the CFP Board. I also hold the following licenses: Series 7, Series 66, and Health, Variable and Annuity products. My core competencies include retirement planning, investment management, risk management, tax planning, estate planning, banking, insurance and annuities. I leverage my dual degree in Finance and Psychology from the University of South Florida to understand the emotional and behavioral aspects of financial decision-making and to provide personalized and holistic advice to my clients. My mission is to empower my clients to achieve financial confidence and enjoy the moments that matter.
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