Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Cesar P

Series 65, Series 66

Coral Gables, FL

Tiedemann Advisors, LLC

Cesar Pachon is a financial advisor with Tiedemann Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at GenSpring Family Offices, LLC, Genspring Family Offices International, LLC, and We Family Offices over spans ranging from 18 to 23 years. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, trusts, foundations, endowments, and charitable organizations. The firm employs a manager-of-managers approach combined with macroeconomic research and proprietary risk-optimization tools, offering exposure to third-party managers, alternatives, and private investment funds.

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)