Argenis David Biscardi, CFP®, has a Mechanical Engineering degree from Fermin Toro University in Venezuela obtained in 2005, FINRA Series 6, 7, and 63 securities licenses, and the following Financial Credentials: ChFC® (Chartered Financial Consultant), and the WMCP® (Wealth Management Certified Professional) from The American College of Financial Services/ King of Prussia, Pennsylvania, USA. Argenis also obtained the CFP® (CERTIFIED FINANCIAL PLANNER™) designation in April 2024.
As a wealth and investment Advisor, Argenis strives to provide his clients with optimal strategies and solutions to help them grow, protect, and conserve their wealth through all stages of life. Passionate about financial education, we ensure the solutions and options we offer are comprehensible to every individual, family, and business.
Argenis is committed to constantly mastering his capabilities, diligently educating his clients and community while providing honest and informed advice to all he serves.
We offer investment advisory services to businesses and individuals that can help you meet your investment and financial needs, including, but not limited to, retirement plans, college funding, and wealth management strategies. Please contact me to help you thoroughly analyze your needs and recommend appropriate solutions.