Luis J. Cruz

Luis J. Cruz Email and Phone Number

Financial Representative @ Revolution Financial Management
Carlsbad, CA, US
Luis J. Cruz's Location
Carlsbad, California, United States, United States
Luis J. Cruz's Contact Details

Luis J. Cruz work email

Luis J. Cruz personal email

About Luis J. Cruz

Office: 2011 Palomar Airport Rd Suite 306, Carlsbad, CA 92011Cell: (760)546-3284Working with companies such as Pacific Life, Nationwide, Transamerica and 100+ well known financial companies, we can find what’s truly best for our clients. My firm helps high income earners and middle class set up:1) Tax Advantage Retirement plans 2) Life Insurance Retirement Plans3) 401K Rollovers 4) Private PensionsLocated in North County San Diego and also provide financial education

Luis J. Cruz's Current Company Details
Revolution Financial Management

Revolution Financial Management

View
Financial Representative
Carlsbad, CA, US
Website:
financialrevolution.com
Employees:
553
Luis J. Cruz Work Experience Details
  • Revolution Financial Management
    Financial Representative
    Revolution Financial Management
    Carlsbad, Ca, Us
    View
  • Revolution Financial Management
    Financial Representative
    Revolution Financial Management Jan 2014 - Present
    North County San Diego
    As a Financial Representative, I help educate my clients on the importance of saving and protecting their wealth. By building strong relationships with each client, I learn how to best meet their goals and objectives by providing comprehensive financial strategies to help protect, grow and preserve what matters most too each client.-Debt Help-Retirement-401k,403b,TSP Reviews-Life Insurance -College Planning-Key Executive/Key Person Life Insurance
    View
  • Spartans Capital Management
    Partner
    Spartans Capital Management Nov 2018 - Sep 2020
    Greater San Diego Area
    View
  • World Financial Group (Wfg)
    1099 Independent Contractor
    World Financial Group (Wfg) Mar 2011 - Jan 2014
    Greater San Diego Area
    View

Luis J. Cruz Skills

Finance Customer Service Leadership Financial Analysis Fixed Annuities Insurance Financial Services Small Business Retirement Planning Public Speaking Coaching Networking Life Insurance Term Life Insurance Retirement Sales

Frequently Asked Questions about Luis J. Cruz

What company does Luis J. Cruz work for?

Luis J. Cruz works for Revolution Financial Management

What is Luis J. Cruz's role at the current company?

Luis J. Cruz's current role is Financial Representative.

What is Luis J. Cruz's email address?

Luis J. Cruz's email address is lc****@****hoo.com

What are some of Luis J. Cruz's interests?

Luis J. Cruz has interest in Poverty Alleviation, Education, Economic Empowerment, Health.

What skills is Luis J. Cruz known for?

Luis J. Cruz has skills like Finance, Customer Service, Leadership, Financial Analysis, Fixed Annuities, Insurance, Financial Services, Small Business, Retirement Planning, Public Speaking, Coaching, Networking.

Who are Luis J. Cruz's colleagues?

Luis J. Cruz's colleagues are Abbigail Richards, Cliff Mashaba, Glenn Pacleb, Rs Bist, Sara Raydan, Jonas Co, Janice Agsalud.

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