Investment Adviser Representative
CA Insurance License #0E26826
"Always bear in mind that your own resolution to succeed is more important than any other."
- Abraham Lincoln
Our firm is best suited for small business owners and real estate investors for whom advanced planning is essential. We design, implement, and monitor these strategies for our clients to manage the risks and liabilities common to those holding these types of assets.
7545 Irvine Center Drive
Irvine, CA 92618
Email: alex (at) alexcruz (dot) net
Check the background of this investment professional via FINRA’s BrokerCheck
Securities offered through Parkland Securities, LLC. Member FINRA/SIPC. Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor. Alexander Cruz Wealth Management is not affiliated with Parkland Securities, LLC or Sigma Planning Corporation.
This communication is strictly intended for individuals residing in the states of CA, MA, NV, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.