Cesar Otero

Cesar Otero, CRPC®
Vice President Financial Consultant Truist Investment Services, Inc.

13568 Summerport Village Pkwy

Windermere, FL 34786

Cesar.otero@truist.com

Phone 407-554-0313

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About me

Background

As a financial advisor, I help families pursue their financial future through personalized strategies. I assist with budgeting, saving for education, retirement planning, and investment management. My goal is to provide clear guidance, reduce financial stress, and help families achieve long-term stability and growth.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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