Cruz Investments & Wealth Management
Cruz Investments & Wealth Management (CRD# 163356) is a financial advisory firm headquartered in Aurora, IL. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Reynaldo Cruz (CRD# 1998247) is an Investment Advisor Representative working at Cruz Investments & Wealth Management in Aurora, IL and has over 25 years of experience in the finance industry. Reynaldo Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.