Cesar N. Pena
With more than 14 years of experience, Cesar began his career with Northern Trust and held several roles during his tenure there. Cesar’s experience in retirement planning and wealth management enables him to offer valuable solutions to assist his clients in reaching their investment goals and objectives.
Cesar has a bachelor’s degree in Finance from DePaul University in Chicago, additionally he holds life and variable annuity licenses and is series 6, 7, 63, and 65 licensed by FINRA.
“I strive to partner with my clients in order to help them achieve their financial goals. By having an open dialogue to understand their goals and objectives, I am able to use cutting edge technology and investment planning tools to help my clients achieve their goals.”
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