Cesar Valenzuela is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Austin, TX, with 13 years of industry experience. Cesar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
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Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
11800 Schwab Way, Austin, TX, 78758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
Goldman Sachs Personal Financial Management
State Registrations53 states
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