Building financial plans that fit your life, not the other way around.
As a Financial Planning Paraplanner, Cruz partners with an experienced team of advisors to support clients on their financial journeys. Whether it is building, maintaining or presenting a comprehensive financial plan, he is committed to doing what's right for each client and their individual situation. Cruz’s thorough, personalized approach ensures every plan truly fits and clients feel confident at every milestone.
Experience
- Started working in the financial services industry in 2023
- Joined Johnson Financial Group in 2023
- Graduated with a bachelor’s degree in mathematics from the University of Wisconsin-Madison
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Financial Planning
Community Involvement
- Longtime resident of Milwaukee