As a Financial Advisor at The Nam-Cortez Wealth Management Group of Wells Fargo Advisors, I assist individuals, families, institutions and businesses in building, managing, preserving and transitioning their wealth. We take a comprehensive approach to developing financial strategies beyond investments by also implementing liability management, risk management and estate investment strategies.Our philosophy is that we take the necessary time to understand our clients' goals, needs and risk tolerance. This enables us to put together a comprehensive investment plan and construct tax-efficient portfolios tailored to our clients' individual needs, aspirations and risk appetites.Please contact me directly by phone, 702-269-5244, or email, cesar.becerra@wellsfargoadvisors.com, to assist with your financial needs. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use by residents of AL, AZ, CA, CO, FL, IL, MI, MO, MS, NC, NM, NV, NY, PA, TX, WA, UT, VA only.