Welcome to my channel, your trusted source for expert financial advice and wealth-building strategies. As a Certified Financial Planner with over a decade of experience managing portfolios for ...

2,950 Followers, 2,583 Following, 225 Posts - David Cruz, CFP® (@davidcruzcfp) on Instagram: " I help families grow and preserve their wealth 欄Certified Financial Planner® 9 years experience advising HNW clients ⬇️ Start Here"

112 likes, 6 comments - davidcruzcfp on February 18, 2025: "Thank you to everyone who joined us for an incredible casino night! We ended up raising thousands for Big Brothers and Big Sisters of Tampa Bay and had a great time meeting everyone and showcasing an amazing development by @laythfaraj at @opulentstructures . Shoutout to @somos.capital.partners & @opulentstructures for sponsoring ...

----- A CFP® professional acts as a coach and counselor who can help incorporate all aspects of one’s finances into a personalized roadmap that inspires trust and confidence, today and...

Mar 26, 2025 · 37 likes, 8 comments - davidcruzcfp on March 26, 2025: "The easiest way to start investing.

389 Followers • 242 Threads • St. Pete, FL. See the latest conversations with @davidcruzcfp.

Here’s what it’s like to work with us 💼📈 We start by gathering all your key financial documents—statements, tax returns, estate plans, insurance policies—so we can get a full picture of where you are. Then, we dive deep.

Mar 12, 2025 · 71 likes, 12 comments - davidcruzcfp on March 12, 2025: "Do All The Things 🤷‍♂️ Keeps it Interesting".