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Cesar de la Cerda Financial Advisor
Houston, TX
Founder of Financial Advisory firm Envisionvest. Tax planning, business set-up, financial planning, investment management & benefits.
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Employee Benefits
Business planning
Business Strategy
Financial Modeling
Investments
Efficiency Improvement
Spanish-speaking
Benefits Negotiation
Tax
Tax Preparation
Member since December 2024
Areas of Expertise
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CD$5/min per minuteNew ArrivalI Will Help Organize Business StructureCesar de la Cerda • Houston, TXCreated 5 months ago in Business / Getting StartedWant to be confident about the formation of your business? I can help your organize the structure of your business so that it is in alignment with your goals. Whether it is to be grow, sell it, transfer it or pass it down to family generations.Cesar de la Cerda Houston, TXNew Arrival
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CD$5/min per minuteNew ArrivalHelp You Establish the Culture of Your BusinessCesar de la Cerda • Houston, TXCreated 5 months ago in Skills & Management / EntrepreneurshipFounders struggle with delegation and setting up the culture of the business. I help formulate a gameplan that is in alignment with the vision of your values and how it could motivate your team.Cesar de la Cerda Houston, TXNew Arrival
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CD$5/min per minuteNew ArrivalHelp You Design a Benefit PackageCesar de la Cerda • Houston, TXCreated 5 months ago in Business / Human ResourcesBesides labor, the next biggest expense are benefits. They should receive the attention required to attract and retain top talent while also remaining expense/investment efficient. I help weed through the options to achieve a cost effective package that will reward talent and achieve incentives for the business.Cesar de la Cerda Houston, TXNew Arrival
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CD$5/min per minuteNew ArrivalHelp With Tax Planning and Business PlanningCesar de la Cerda • Houston, TXCreated 5 months ago in Business / StrategyHow much of your profits would you want to keep? Through proper planning, a business can keep profits through various strategies. Each tax strategy is unique as your business is from others. I help identify tax opportunities and execute when appropriate.Cesar de la Cerda Houston, TXNew Arrival
Employee Benefits
Business planning
Business Strategy
Financial Modeling
Investments
Efficiency Improvement
Spanish-speaking
Benefits Negotiation
Tax
Tax Preparation
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