Cesar Aran, CRPC®

"My passion for managing money first began when I was a young man working at a commercial bank, and I had the opportunity to advise and implement a downside protection strategy for the Investment Division of the bank also helping two members of the board with their investment portfolio. Later, when helping my uncle diversify his pension benefit to generate more consistent income, and after supporting my divorced mother adjust to reduced circumstances, it became clear that I would apply my education and experience to help people prepare for a more secure future for themselves, their loved ones, or organizational mission."

Professional Summary

Cesar works alongside high net worth and ultra-high net worth individuals and families to offer holistic financial and wealth management advice and solutions that help them pursue lifelong goals.

With over three decades of capital markets, investment management, institutional and retail management he customizes strategies to address each client’s unique priorities and financial challenges. Beyond investment management and retirement planning, he also serves clients in such areas such as asset allocation and portfolio diversification strategies, family-wealth dynamics, and tax-efficient multi-generational wealth transfer.

His greatest personal and professional satisfaction comes from offering guidance and high quality, well-diversified investment solutions to address virtually any financial problem or challenge facing his clients, striving to give them confidence to and through their retirement and challenging environments.

Cesar and his wife, Fabiola, have been married for 20 years. They moved to the Fort Lauderdale area with their son and daughter in 2017.

He earned his undergraduate MBA, with a concentration in Finance and Administration, at the University of Puerto Rico, where he was also graduated with honors. In 1992 he went to New York for the Sales and Trading Training school, at a major Brokerage home.

He holds FINRA Series 7, 63, 65, 66, 9, 10, SIE registrations and he is a Chartered Retirement Planning Counselor SM (CRPC®).

When not in the office, Cesar enjoys golf and boating, pickleball with friends and family and volunteering at the YMCA.