ADVISOR BIO

Cesar Alonzo Romero is a wealth manager with Sageview Advisory Group, LLC. Cesar has been in the financial services industry for over 10 years and has experience in portfolio management for individuals and businesses. Cesar is registered with the state of Minnesota as an Investment Advisor Representative. Cesar holds a Series 7, 66 and SIE licenses. In addition to working with Sageview Advisory Group, LLC, Cesar is also on the board of directors for the Emma B. Howe YMCA and St. Mary's Health Clinics.

SPECIALIZATIONS

ADVISOR BIO

Cesar Shinzato is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cesar is licensed in 53 states and the District of Columbia. Cesar has been in the industry for 8 years. Cesar specializes in working with High Net Worth Individuals, Corporations, and Pension and Profit Sharing Plans.

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ADVISOR BIO

Cesar Espinoza is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Cesar has been in the securities industry since 2013. Cesar has passed both the Series 63 and 66 exams and is registered in several states including California, Texas, Arizona, Colorado, Florida, Hawaii, Idaho, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Oregon, Tennessee, Utah and Washington. Cesar's previous employer was J.P. Morgan Securities LLC.

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ADVISOR BIO

Cesar Augusto Garcia is a registered representative with Western International Securities, Inc. Cesar Garcia has been in the industry since July 31, 2001. Cesar Garcia has a Series 6, 7, 24, 63 and 66 license and is registered in Arizona, California, Colorado, Florida, New York, Oregon, Texas and Washington. Cesar Garcia has previously been registered with FINANCIAL WEST GROUP in Westlake Village, California. Cesar Garcia also provides Accident & Health, Life, and Variable Insurance; Investment-Related services as an Agent. Cesar Garcia is currently registered with Western International Securities, Inc. in Westlake Village, California and New York, New York.

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ADVISOR BIO

Cesar Rivera is a registered representative with Wells Fargo Clearing Services, LLC. Cesar has been in the financial industry since September 17, 2014 and is currently registered with the state of California.

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ADVISOR BIO

Cesar Garcia is a registered representative of Centaurus Financial, Inc. with over 20 years of experience in the financial services industry. Cesar has been with Centaurus Financial, Inc. since 2014. Cesar is also the owner/contractor of HD Concrete Works. Cesar holds Series 7, Series 31, and Series 66 securities licenses, and is registered in Alabama, Arizona, California, Idaho, Illinois, Nevada, Pennsylvania, and Utah.

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ADVISOR BIO

Chace Maria Schornstein is a financial advisor registered with UBS Financial Services Inc. based in San Francisco, CA. Chace Maria Schornstein has over 5 years of experience in the financial industry. Chace Maria Schornstein is currently registered with UBS Financial Services Inc. and is licensed to provide financial services in the states of California, New York, and other jurisdictions.

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ADVISOR BIO

Chad Marentette is a financial advisor at Edward Jones. Chad has been working in the financial services industry since December 2015 and has passed the Series 66, Series 7, and SIE exams. Chad is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Montana, Nevada, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Wyoming. Chad has been with Edward Jones since October 2015 and previously worked at AAA in Escondido, California. Chad is committed to providing clients with personalized financial advice.

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ADVISOR BIO

Chad Michael Beck is a financial advisor with LPL Financial LLC, with over 15 years of experience in the industry. Chad has a wide range of experience working for firms such as Grove Point Investments, LLC, Wedbush Securities Inc, and John Hancock Distributors LLC. Chad holds the Series 7, Series 6, and Series 63 licenses and is registered in numerous states. Chad specializes in financial planning, portfolio management, and educational seminars. Chad is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Chad Lawrence Escobedo is a financial advisor registered with J.P. Morgan Securities LLC. Chad has been in the industry since January 2024 and is registered to provide investment advice in California, Florida, Nevada, and Oregon. Chad has a Series 66, a Series 7TO, and a SIE. Chad is experienced working with individuals, businesses, and various institutions such as charitable organizations, insurance companies, labor unions, and pension plans.

SPECIALIZATIONS