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Cesar D
Series 63, Series 65
Houston, TX
Envisionvest
Cesar Delacerda is a financial advisor with Envisionvest in Houston, TX, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. He has been with Envisionvest since 2017 and previously worked at Next Financial Group Inc. He also has an ongoing role at My Benefit Pro, where he is involved in the marketing and sales of insurance products. Envisionvest serves individuals, trusts, business clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary managed portfolios, as well as educational workshops and digital classes. The firm employs an unconstrained asset-allocation methodology with diversified portfolios, supports fractional-share investing, and offers pension consulting and financial wellness programs for plan clients.
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